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 | $5,477 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,793 | $101,317-81.5% | $146,958-87.2% | $74,495-74.8% |
| Participation rate | 85.4% | 75.5%+9.8pp | 82.2%+3.2pp | 67.2%+18.2pp |
| Annual return | 23.78% | 8730.91%-8707.1pp | 418.34%-394.6pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,093 | $7,303-16.6% | $8,070-24.5% | $4,346+40.2% |
| Admin fee / account holder | $33 | $1,739-98.1% | $12,998-99.7% | $1,942-98.3% |