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 | $47,308 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 69.1% | 74.7%-5.6pp | 82.3%-13.2pp | 69.6%-0.5pp |
| Annual return | -6.34% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,774 | $3,014+25.2% | $4,628-18.5% | $2,381+58.5% |
| Participant deferral / active EE | $6,901 | $5,240+31.7% | $6,426+7.4% | $3,470+98.9% |
| Admin fee / account holder | $8 | $5,519-99.9% | $9,284-99.9% | $4,888-99.8% |