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 7-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 | $40,985 | $69,159-40.7% | $125,175-67.3% | $67,579-39.4% |
| Participation rate | 44.8% | 78.2%-33.4pp | 79.8%-35.0pp | 71.3%-26.5pp |
| Annual return | 44.18% | 27.12%+17.1pp | 43.79%+0.4pp | 378.56%-334.4pp |
| Employer contribution / active EE | $1,126 | $2,023-44.4% | $3,865-70.9% | $2,148-47.6% |
| Participant deferral / active EE | $2,024 | $3,700-45.3% | $4,937-59.0% | $3,539-42.8% |
| Admin fee / account holder | $10 | $142-92.8% | $9,702-99.9% | $142-92.8% |