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 | $42,385 | $76,552-44.6% | $123,892-65.8% | $62,891-32.6% |
| Participation rate | 63.5% | 73.0%-9.4pp | 81.4%-17.9pp | 69.3%-5.8pp |
| Annual return | 10.86% | 18.68%-7.8pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $2,119 | $2,883-26.5% | $4,617-54.1% | $2,281-7.1% |
| Participant deferral / active EE | $8,306 | $4,840+71.6% | $5,984+38.8% | $3,203+159.3% |
| Admin fee / account holder | $62 | $4,826-98.7% | $8,357-99.3% | $4,296-98.6% |