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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,207 | $40,174+7.6% | $84,015-48.6% | $67,579-36.1% |
| Participation rate | 31.0% | 62.7%-31.6pp | 69.0%-38.0pp | 71.3%-40.2pp |
| Annual return | 21.30% | 25.82%-4.5pp | 71.31%-50.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,268 | $2,301-1.5% | $3,239-30.0% | $3,539-35.9% |
| Admin fee / account holder | $256 | $128+99.1% | $6,101-95.8% | $142+79.6% |