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 | $82,061 | $88,324-7.1% | $115,037-28.7% | $55,191+48.7% |
| Participation rate | 37.5% | 72.5%-35.1pp | 81.4%-43.9pp | 69.2%-31.7pp |
| Annual return | 1.16% | 6.30%-5.1pp | 26.14%-25.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,022 | $5,042-0.4% | $6,026-16.7% | $3,046+64.9% |
| Admin fee / account holder | $2 | $105-98.5% | $8,175-100.0% | $91-98.3% |