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 | $29,715 | $61,156-51.4% | $185,823-84.0% | $79,386-62.6% |
| Participation rate | 55.3% | 66.6%-11.3pp | 81.7%-26.4pp | 70.7%-15.4pp |
| Annual return | 25.77% | 19.45%+6.3pp | 122.05%-96.3pp | 116.85%-91.1pp |
| Employer contribution / active EE | $1,136 | $2,321-51.0% | $5,167-78.0% | $2,427-53.2% |
| Participant deferral / active EE | $1,276 | $2,789-54.2% | $5,568-77.1% | $4,046-68.5% |
| Admin fee / account holder | $35 | $710-95.0% | $16,237-99.8% | $626-94.4% |