See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE INVESTMENT, LLC1 year Service code 26 · EIN 32-0781448 | Advisory (Participants) | $5,297 |
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 | $49,415 | $109,881-55.0% | $150,045-67.1% | $84,808-41.7% |
| Participation rate | 98.0% | 76.1%+22.0pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 19.19% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,390 | $3,561+23.3% | $4,693-6.5% | $2,631+66.9% |
| Participant deferral / active EE | $8,957 | $6,636+35.0% | $7,997+12.0% | $4,212+112.7% |
| Admin fee / account holder | $108 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |