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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,504 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,366 | $44,960-72.5% | $84,966-85.4% | $74,495-83.4% |
| Participation rate | 81.5% | 49.4%+32.1pp | 67.5%+14.0pp | 67.2%+14.3pp |
| Annual return | 16.46% | 26.24%-9.8pp | 66.38%-49.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,516 | $2,731+102.0% | $4,519+22.1% | $4,346+26.9% |
| Admin fee / account holder | $24 | $2,209-98.9% | $6,149-99.6% | $1,942-98.8% |