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 | $35,826 | $74,024-51.6% | $77,999-54.1% | $57,658-37.9% |
| Participation rate | 39.2% | 79.7%-40.5pp | 75.5%-36.3pp | 70.2%-31.0pp |
| Annual return | 7.60% | 12.14%-4.5pp | 425.96%-418.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $993 | $2,365-58.0% | $2,470-59.8% | $1,974-49.7% |
| Participant deferral / active EE | $1,811 | $3,533-48.7% | $3,497-48.2% | $3,061-40.8% |
| Admin fee / account holder | $52 | $93-44.4% | $5,480-99.1% | $95-45.2% |