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 | $27,889 | $23,224+20.1% | $71,086-60.8% | $55,725-50.0% |
| Participation rate | 20.0% | 37.9%-17.8pp | 54.7%-34.6pp | 70.9%-50.8pp |
| Annual return | -4.02% | -2.87%-1.2pp | 650.59%-654.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $168 | $436-61.4% | $1,088-84.5% | $2,078-91.9% |
| Participant deferral / active EE | $737 | $929-20.7% | $1,874-60.7% | $3,356-78.0% |
| Admin fee / account holder | $16 | $118-86.6% | $3,082-99.5% | $115-86.2% |