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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,696 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,996 | $92,090-83.7% | $106,201-85.9% | $77,671-80.7% |
| Participation rate | 76.7% | 81.0%-4.4pp | 75.3%+1.4pp | 70.6%+6.1pp |
| Annual return | 17.80% | 17.89%-0.1pp | 116.26%-98.5pp | 31.21%-13.4pp |
| Employer contribution / active EE | $1,252 | $3,368-62.8% | $3,170-60.5% | $2,726-54.1% |
| Participant deferral / active EE | $3,390 | $5,386-37.1% | $5,012-32.4% | $4,648-27.1% |
| Admin fee / account holder | $29 | $219-87.0% | $11,039-99.7% | $430-93.4% |