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 8-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.2 years Service code 15 · EIN 47-4474775 | Recordkeeping | $8,015 |
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 | $17,909 | $55,415-67.7% | $155,509-88.5% | $74,495-76.0% |
| Participation rate | 90.5% | 61.9%+28.6pp | 78.2%+12.3pp | 67.2%+23.3pp |
| Annual return | 12.14% | 268.50%-256.4pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,394 | $2,267-38.5% | $4,672-70.2% | $2,623-46.9% |
| Participant deferral / active EE | $3,597 | $2,836+26.8% | $5,626-36.1% | $4,346-17.2% |
| Admin fee / account holder | $31 | $1,738-98.2% | $15,912-99.8% | $1,942-98.4% |