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 8-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 15 · EIN 47-4474775 | Recordkeeping | $7,485 |
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 | $16,772 | $61,272-72.6% | $149,673-88.8% | $71,457-76.5% |
| Participation rate | 85.3% | 62.5%+22.8pp | 78.8%+6.5pp | 67.9%+17.4pp |
| Annual return | 16.91% | 35.85%-18.9pp | 134.42%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,266 | $2,378-46.8% | $4,818-73.7% | $2,588-51.1% |
| Participant deferral / active EE | $3,065 | $2,917+5.1% | $5,680-46.0% | $4,289-28.5% |
| Admin fee / account holder | $29 | $1,261-97.7% | $13,210-99.8% | $1,587-98.2% |