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 | $79,413 | $64,909+22.3% | $82,313-3.5% | $62,292+27.5% |
| Participation rate | 33.3% | 74.9%-41.5pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 21.16% | 21.18%0pp | 25.88%-4.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $466 | $1,676-72.2% | $2,428-80.8% | $2,042-77.2% |
| Participant deferral / active EE | $2,349 | $3,103-24.3% | $3,706-36.6% | $3,169-25.9% |
| Admin fee / account holder | $14 | $440-96.7% | $5,608-99.7% | $479-97.0% |