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 | $90,502 | $47,848+89.1% | $81,478+11.1% | $70,131+29.0% |
| Participation rate | 21.0% | 58.3%-37.3pp | 68.0%-47.0pp | 69.5%-48.6pp |
| Annual return | 19.61% | 27.25%-7.6pp | 38.78%-19.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $398 | $1,527-73.9% | $2,568-84.5% | $2,342-83.0% |
| Participant deferral / active EE | $1,398 | $2,453-43.0% | $3,537-60.5% | $3,332-58.1% |
| Admin fee / account holder | $76 | $3,145-97.6% | $4,561-98.3% | $4,645-98.4% |