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 9-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 | $18,709 | $35,485-47.3% | $74,550-74.9% | $55,725-66.4% |
| Participation rate | 65.4% | 62.5%+2.9pp | 69.1%-3.8pp | 70.9%-5.5pp |
| Annual return | -2.68% | 0.72%-3.4pp | 32.53%-35.2pp | 244.93%-247.6pp |
| Employer contribution / active EE | $583 | $777-25.0% | $1,961-70.3% | $2,078-72.0% |
| Participant deferral / active EE | $1,521 | $2,181-30.3% | $3,108-51.1% | $3,356-54.7% |
| Admin fee / account holder | $13 | $114-88.9% | $5,060-99.8% | $115-89.0% |