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 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,189 | $83,477-1.5% | $125,175-34.3% | $72,985+12.6% |
| Participation rate | 41.2% | 73.3%-32.1pp | 79.8%-38.5pp | 69.5%-28.2pp |
| Annual return | 16.92% | 25.78%-8.9pp | 43.79%-26.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,863 | $3,585-48.0% | $4,937-62.3% | $3,607-48.3% |
| Admin fee / account holder | $2 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |