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 | $35,447 | $31,388+12.9% | $73,545-51.8% | $62,292-43.1% |
| Participation rate | 8.1% | 39.9%-31.7pp | 54.9%-46.8pp | 69.5%-61.4pp |
| Annual return | 14.49% | 25.34%-10.8pp | -15.16%+29.7pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $480 | $1,028-53.3% | $1,806-73.4% | $3,169-84.8% |
| Admin fee / account holder | $78 | $299-74.1% | $2,320-96.7% | $479-83.8% |