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 | $65,321 | $58,879+10.9% | $178,490-63.4% | $73,488-11.1% |
| Participation rate | 62.9% | 66.2%-3.4pp | 81.9%-19.1pp | 70.7%-7.8pp |
| Annual return | 13.54% | 24.86%-11.3pp | 151.07%-137.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,389 | $2,567+32.0% | $5,202-34.8% | $3,740-9.4% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |