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 9-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 | $26,018 | $63,114-58.8% | $92,893-72.0% | $65,185-60.1% |
| Participation rate | 27.2% | 68.8%-41.6pp | 76.0%-48.8pp | 70.2%-43.0pp |
| Annual return | 28.35% | 28.75%-0.4pp | 109.41%-81.1pp | 29.38%-1.0pp |
| Employer contribution / active EE | $682 | $2,571-73.5% | $3,653-81.3% | $2,177-68.7% |
| Participant deferral / active EE | $1,718 | $3,108-44.7% | $4,236-59.4% | $3,514-51.1% |
| Admin fee / account holder | $11 | $624-98.3% | $5,794-99.8% | $847-98.8% |