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, INC Service code 14 · EIN 47-4474775 | Plan Administrator | $777 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,463 | $101,317-40.3% | $146,958-58.9% | $74,495-18.8% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 19.78% | 8730.91%-8711.1pp | 418.34%-398.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $4,698 | $3,810+23.3% | $4,933-4.8% | $2,623+79.1% |
| Participant deferral / active EE | $8,153 | $7,303+11.6% | $8,070+1.0% | $4,346+87.6% |
| Admin fee / account holder | $5 | $1,739-99.7% | $12,998-100.0% | $1,942-99.8% |