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 5-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 | $5,732 |
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 | $31,231 | $101,317-69.2% | $146,958-78.7% | $74,495-58.1% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 23.13% | 8730.91%-8707.8pp | 418.34%-395.2pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $5,297 | $3,810+39.0% | $4,933+7.4% | $2,623+101.9% |
| Participant deferral / active EE | $14,226 | $7,303+94.8% | $8,070+76.3% | $4,346+227.4% |
| Admin fee / account holder | $34 | $1,739-98.0% | $12,998-99.7% | $1,942-98.2% |