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 | $39,422 | $62,603-37.0% | $104,294-62.2% | $66,914-41.1% |
| Participation rate | 20.6% | 59.6%-39.0pp | 73.3%-52.6pp | 69.8%-49.2pp |
| Annual return | -18.00% | -14.70%-3.3pp | 24.61%-42.6pp | 1.58%-19.6pp |
| Employer contribution / active EE | $643 | $1,972-67.4% | $3,372-80.9% | $2,544-74.7% |
| Participant deferral / active EE | $1,636 | $2,853-42.6% | $4,625-64.6% | $4,237-61.4% |
| Admin fee / account holder | $74 | $656-88.8% | $7,339-99.0% | $593-87.6% |