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 | $16,466 | $37,117-55.6% | $147,614-88.8% | $55,191-70.2% |
| Participation rate | 69.6% | 63.6%+6.0pp | 84.6%-15.0pp | 69.2%+0.5pp |
| Annual return | -0.78% | 3.44%-4.2pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $266 | $1,620-83.6% | $5,564-95.2% | $1,899-86.0% |
| Participant deferral / active EE | $986 | $1,985-50.3% | $4,895-79.9% | $3,046-67.6% |
| Admin fee / account holder | $3 | $86-95.9% | $11,611-100.0% | $91-96.2% |