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 | $42,379 | $54,045-21.6% | $115,157-63.2% | $65,185-35.0% |
| Participation rate | 15.7% | 63.5%-47.8pp | 75.9%-60.2pp | 70.2%-54.5pp |
| Annual return | 23.73% | 26.55%-2.8pp | 35.60%-11.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $574 | $1,653-65.3% | $3,179-81.9% | $2,177-73.6% |
| Participant deferral / active EE | $1,432 | $2,504-42.8% | $4,168-65.6% | $3,514-59.2% |
| Admin fee / account holder | $33 | $626-94.7% | $7,088-99.5% | $847-96.1% |