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 | $81,588 | $43,504+87.5% | $68,793+18.6% | $56,287+45.0% |
| Participation rate | 39.1% | 67.8%-28.7pp | 72.2%-33.1pp | 69.9%-30.8pp |
| Annual return | -2.74% | -3.15%+0.4pp | -4.63%+1.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,523 | $2,509+0.6% | $3,311-23.8% | $3,350-24.7% |
| Admin fee / account holder | $15 | $515-97.1% | $5,131-99.7% | $521-97.2% |