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 Service code 14 · EIN 47-4474775 | Plan Administrator | $6,766 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,858 | $68,346-54.9% | $94,646-67.4% | $75,163-58.9% |
| Participation rate | 89.8% | 76.1%+13.7pp | 80.8%+8.9pp | 67.2%+22.6pp |
| Annual return | 20.55% | 616.93%-596.4pp | 156.71%-136.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,022 | $6,537+114.5% | $7,418+89.0% | $4,125+239.9% |
| Admin fee / account holder | $40 | $5,326-99.3% | $7,231-99.4% | $5,651-99.3% |