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 | $20,283 | $33,067-38.7% | $76,523-73.5% | $56,287-64.0% |
| Participation rate | 66.7% | 55.4%+11.3pp | 68.0%-1.3pp | 69.9%-3.2pp |
| Annual return | -5.17% | 2.72%-7.9pp | -0.27%-4.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,066 | $1,200-11.2% | $2,647-59.7% | $2,111-49.5% |
| Participant deferral / active EE | $1,569 | $2,240-29.9% | $3,835-59.1% | $3,350-53.1% |
| Admin fee / account holder | $238 | $537-55.8% | $4,848-95.1% | $521-54.4% |