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 3-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 | $5,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,282 | $93,571-68.7% | $135,903-78.5% | $75,163-61.0% |
| Participation rate | 98.7% | 75.2%+23.6pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 25.70% | 30.90%-5.2pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $5,914 | $3,537+67.2% | $4,856+21.8% | $2,670+121.5% |
| Participant deferral / active EE | $8,317 | $6,404+29.9% | $7,758+7.2% | $4,125+101.6% |
| Admin fee / account holder | $36 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |