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 7-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 | $8,359 |
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 | $37,849 | $69,477-45.5% | $94,646-60.0% | $71,457-47.0% |
| Participation rate | 92.9% | 78.4%+14.5pp | 80.8%+12.1pp | 67.9%+25.0pp |
| Annual return | 25.35% | 29.66%-4.3pp | 156.71%-131.4pp | 28.85%-3.5pp |
| Employer contribution / active EE | $8,247 | $2,853+189.0% | $3,672+124.6% | $2,588+218.7% |
| Participant deferral / active EE | $16,461 | $7,345+124.1% | $7,418+121.9% | $4,289+283.8% |
| Admin fee / account holder | $41 | $1,210-96.6% | $7,231-99.4% | $1,587-97.4% |