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 | $33,994 | $66,310-48.7% | $93,606-63.7% | $65,185-47.8% |
| Participation rate | 69.6% | 74.0%-4.4pp | 75.8%-6.3pp | 70.2%-0.6pp |
| Annual return | 20.61% | 42.58%-22.0pp | 32.76%-12.1pp | 29.38%-8.8pp |
| Employer contribution / active EE | $803 | $2,012-60.1% | $2,718-70.4% | $2,177-63.1% |
| Participant deferral / active EE | $1,818 | $3,342-45.6% | $4,069-55.3% | $3,514-48.3% |
| Admin fee / account holder | $68 | $6,897-99.0% | $7,888-99.1% | $847-91.9% |