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 | $11,000 | $31,388-65.0% | $73,545-85.0% | $62,292-82.3% |
| Participation rate | 34.2% | 39.9%-5.7pp | 54.9%-20.7pp | 69.5%-35.3pp |
| Annual return | 20.52% | 25.34%-4.8pp | -15.16%+35.7pp | 28.90%-8.4pp |
| Employer contribution / active EE | $469 | $498-5.7% | $1,219-61.5% | $2,042-77.0% |
| Participant deferral / active EE | $856 | $1,028-16.7% | $1,806-52.6% | $3,169-73.0% |
| Admin fee / account holder | $51 | $299-82.9% | $2,320-97.8% | $479-89.3% |