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 | $44,101 | $46,360-4.9% | $147,614-70.1% | $52,331-15.7% |
| Participation rate | 29.3% | 64.9%-35.6pp | 84.6%-55.3pp | 68.1%-38.8pp |
| Annual return | -1.37% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $570 | $2,126-73.2% | $5,564-89.8% | $1,882-69.7% |
| Participant deferral / active EE | $1,300 | $2,258-42.4% | $4,895-73.4% | $3,022-57.0% |
| Admin fee / account holder | $18 | $766-97.7% | $11,611-99.8% | $592-97.0% |