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 4-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 Service code 14 · EIN 47-4474775 | Plan Administrator | $8,652 |
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).
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 | $10,325 | $82,202-87.4% | $125,339-91.8% | $64,808-84.1% |
| Participation rate | 90.7% | 77.9%+12.9pp | 82.4%+8.4pp | 71.5%+19.3pp |
| Annual return | 57.22% | 3.48%+53.7pp | 572.05%-514.8pp | 32.82%+24.4pp |
| Employer contribution / active EE | $4,552 | $3,615+25.9% | $4,814-5.4% | $2,506+81.7% |
| Participant deferral / active EE | $6,223 | $7,175-13.3% | $7,446-16.4% | $4,310+44.4% |
| Admin fee / account holder | $7 | $163-95.7% | $10,010-99.9% | $188-96.2% |