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 | $17,822 | $47,977-62.9% | $154,107-88.4% | $56,287-68.3% |
| Participation rate | 45.2% | 66.2%-20.9pp | 83.0%-37.8pp | 69.9%-24.6pp |
| Annual return | -6.18% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $631 | $2,169-70.9% | $5,298-88.1% | $2,111-70.1% |
| Participant deferral / active EE | $1,085 | $2,392-54.6% | $5,081-78.6% | $3,350-67.6% |
| Admin fee / account holder | $2 | $438-99.5% | $13,411-100.0% | $521-99.6% |