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 4-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 | $5,172 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,182 | $58,778-74.2% | $129,295-88.3% | $77,671-80.5% |
| Participation rate | 85.1% | 59.2%+25.8pp | 69.6%+15.5pp | 70.6%+14.5pp |
| Annual return | 52.18% | 24.73%+27.5pp | 9429.28%-9377.1pp | 31.21%+21.0pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,157-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,003 | $3,212+24.6% | $4,169-4.0% | $4,648-13.9% |
| Admin fee / account holder | $14 | $589-97.6% | $7,665-99.8% | $430-96.7% |