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 | $39,316 | $47,977-18.1% | $154,107-74.5% | $56,287-30.2% |
| Participation rate | 54.0% | 66.2%-12.2pp | 83.0%-29.0pp | 69.9%-15.9pp |
| Annual return | -3.61% | 3.54%-7.2pp | 735.12%-738.7pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,413 | $2,169-34.9% | $5,298-73.3% | $2,111-33.1% |
| Participant deferral / active EE | $1,712 | $2,392-28.4% | $5,081-66.3% | $3,350-48.9% |
| Admin fee / account holder | $34 | $438-92.2% | $13,411-99.7% | $521-93.4% |