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 | $40,121 | $31,679+26.6% | $74,701-46.3% | $65,185-38.4% |
| Participation rate | 15.7% | 40.4%-24.7pp | 54.5%-38.8pp | 70.2%-54.5pp |
| Annual return | 25.98% | 39.04%-13.1pp | 752.92%-726.9pp | 29.38%-3.4pp |
| Employer contribution / active EE | $410 | $566-27.5% | $1,084-62.1% | $2,177-81.1% |
| Participant deferral / active EE | $581 | $1,191-51.2% | $1,964-70.4% | $3,514-83.5% |
| Admin fee / account holder | $86 | $379-77.2% | $3,333-97.4% | $847-89.8% |