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 7-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 | $5,350 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,966 | $102,317-53.1% | $146,958-67.4% | $80,856-40.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 19.42% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,762 | $6,644+137.2% | $8,070+95.3% | $4,296+266.9% |
| Admin fee / account holder | $47 | $7,941-99.4% | $12,998-99.6% | $6,918-99.3% |