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 | $20,143 | $56,484-64.3% | $169,463-88.1% | $64,186-68.6% |
| Participation rate | 69.0% | 64.5%+4.5pp | 77.8%-8.7pp | 69.6%-0.5pp |
| Annual return | -6.73% | -1.55%-5.2pp | 1.83%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $382 | $1,832-79.2% | $4,159-90.8% | $2,381-84.0% |
| Participant deferral / active EE | $1,971 | $3,448-42.8% | $5,277-62.6% | $3,470-43.2% |
| Admin fee / account holder | $70 | $4,174-98.3% | $9,109-99.2% | $4,888-98.6% |