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 8-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 | $31,626 | $63,114-49.9% | $92,893-66.0% | $65,185-51.5% |
| Participation rate | 19.7% | 68.8%-49.1pp | 76.0%-56.3pp | 70.2%-50.5pp |
| Annual return | 21.66% | 28.75%-7.1pp | 109.41%-87.8pp | 29.38%-7.7pp |
| Employer contribution / active EE | $767 | $2,571-70.2% | $3,653-79.0% | $2,177-64.8% |
| Participant deferral / active EE | $1,626 | $3,108-47.7% | $4,236-61.6% | $3,514-53.7% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |