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.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $733 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,864 | $43,504-19.9% | $68,793-49.3% | $56,287-38.1% |
| Participation rate | 52.2% | 67.8%-15.7pp | 72.2%-20.1pp | 69.9%-17.7pp |
| Annual return | 16.21% | -3.15%+19.4pp | -4.63%+20.8pp | -9.96%+26.2pp |
| Employer contribution / active EE | $1,296 | $1,525-15.0% | $2,625-50.6% | $2,111-38.6% |
| Participant deferral / active EE | $2,850 | $2,509+13.6% | $3,311-13.9% | $3,350-14.9% |
| Admin fee / account holder | $17 | $515-96.7% | $5,131-99.7% | $521-96.7% |