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 | $91,104 | $54,573+66.9% | $90,951+0.2% | $73,488+24.0% |
| Participation rate | 33.9% | 61.2%-27.2pp | 69.0%-35.1pp | 70.7%-36.7pp |
| Annual return | 17.64% | 16.69%+1.0pp | 134.60%-117.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,445 | $2,517-42.6% | $3,373-57.2% | $3,740-61.4% |
| Admin fee / account holder | $10 | $521-98.1% | $5,959-99.8% | $513-98.1% |