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 6-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, INC.1 year Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $11,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,104 | $66,098-6.0% | $101,794-39.0% | $74,304-16.4% |
| Participation rate | 95.0% | 53.8%+41.3pp | 69.2%+25.9pp | 60.3%+34.7pp |
| Annual return | 19.70% | 19.59%+0.1pp | 30.53%-10.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $3,902 | $1,082+260.8% | $2,289+70.5% | $2,241+74.1% |
| Participant deferral / active EE | $11,292 | $2,781+306.0% | $4,084+176.5% | $3,767+199.7% |
| Admin fee / account holder | $80 | $4,146-98.1% | $8,777-99.1% | $2,969-97.3% |