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 9-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 | $32,165 | $61,214-47.5% | $83,333-61.4% | $56,287-42.9% |
| Participation rate | 53.4% | 72.6%-19.2pp | 77.8%-24.3pp | 69.9%-16.4pp |
| Annual return | 8.79% | 0.42%+8.4pp | 10.63%-1.8pp | -9.96%+18.7pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,713 | $5,091+12.2% | $5,565+2.7% | $3,350+70.6% |
| Admin fee / account holder | $21 | $512-95.8% | $7,510-99.7% | $521-95.9% |