See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $14,194 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,446 | $80,673+17.1% | $101,326-6.8% | $84,808+11.4% |
| Participation rate | 98.9% | 77.8%+21.1pp | 81.5%+17.4pp | 68.3%+30.6pp |
| Annual return | 20.72% | 38.95%-18.2pp | 36.82%-16.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $7,788 | $2,698+188.7% | $3,665+112.5% | $2,631+196.0% |
| Participant deferral / active EE | $16,739 | $6,840+144.7% | $7,994+109.4% | $4,212+297.5% |
| Admin fee / account holder | $109 | $12,784-99.1% | $11,185-99.0% | $7,344-98.5% |