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 | $70,753 | $42,548+66.3% | $74,550-5.1% | $56,287+25.7% |
| Participation rate | 38.9% | 60.5%-21.6pp | 69.1%-30.3pp | 69.9%-31.0pp |
| Annual return | -4.60% | 12.40%-17.0pp | 32.53%-37.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $392 | $855-54.1% | $1,961-80.0% | $2,111-81.4% |
| Participant deferral / active EE | $3,074 | $2,277+35.0% | $3,108-1.1% | $3,350-8.2% |
| Admin fee / account holder | $199 | $467-57.4% | $5,060-96.1% | $521-61.8% |