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 8-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 | $5,139 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,890 | $91,407-59.6% | $135,903-72.9% | $71,457-48.4% |
| Participation rate | 90.8% | 75.7%+15.2pp | 81.9%+8.9pp | 67.9%+22.9pp |
| Annual return | 44.32% | 29.90%+14.4pp | 68.23%-23.9pp | 28.85%+15.5pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,559 | $7,092+77.1% | $7,758+61.9% | $4,289+192.8% |
| Admin fee / account holder | $33 | $1,266-97.4% | $10,762-99.7% | $1,587-98.0% |