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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,986 | $36,767-37.5% | $81,478-71.8% | $62,292-63.1% |
| Participation rate | 30.3% | 54.4%-24.2pp | 68.0%-37.7pp | 69.5%-39.2pp |
| Annual return | 21.11% | 173.80%-152.7pp | 38.78%-17.7pp | 28.90%-7.8pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $466 | $2,111-77.9% | $3,537-86.8% | $3,169-85.3% |
| Admin fee / account holder | $5 | $797-99.4% | $4,561-99.9% | $479-99.1% |