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 | $17,837 | $31,388-43.2% | $73,545-75.7% | $62,292-71.4% |
| Participation rate | 38.7% | 39.9%-1.1pp | 54.9%-16.2pp | 69.5%-30.8pp |
| Annual return | 14.41% | 25.34%-10.9pp | -15.16%+29.6pp | 28.90%-14.5pp |
| Employer contribution / active EE | $484 | $498-2.8% | $1,219-60.3% | $2,042-76.3% |
| Participant deferral / active EE | $895 | $1,028-13.0% | $1,806-50.4% | $3,169-71.8% |
| Admin fee / account holder | $36 | $299-87.8% | $2,320-98.4% | $479-92.4% |