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 | $10,661 | $32,117-66.8% | $71,086-85.0% | $64,186-83.4% |
| Participation rate | 37.3% | 42.7%-5.3pp | 54.7%-17.3pp | 69.6%-32.2pp |
| Annual return | -4.58% | -5.57%+1.0pp | 650.59%-655.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $338 | $712-52.5% | $1,088-68.9% | $2,381-85.8% |
| Participant deferral / active EE | $861 | $1,263-31.8% | $1,874-54.0% | $3,470-75.2% |
| Admin fee / account holder | $129 | $2,759-95.3% | $3,082-95.8% | $4,888-97.4% |