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 | $24,027 | $52,293-54.1% | $178,490-86.5% | $73,409-67.3% |
| Participation rate | 68.4% | 65.3%+3.1pp | 81.9%-13.5pp | 72.2%-3.8pp |
| Annual return | 18.34% | 34.75%-16.4pp | 151.07%-132.7pp | 59.29%-41.0pp |
| Employer contribution / active EE | $540 | $1,735-68.9% | $5,011-89.2% | $2,234-75.8% |
| Participant deferral / active EE | $1,856 | $2,332-20.4% | $5,202-64.3% | $3,805-51.2% |
| Admin fee / account holder | $17 | $127-87.0% | $13,984-99.9% | $158-89.5% |