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 8-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 | $29,853 | $66,813-55.3% | $100,516-70.3% | $73,488-59.4% |
| Participation rate | 48.6% | 77.5%-28.9pp | 79.4%-30.8pp | 70.7%-22.1pp |
| Annual return | 91.23% | 25.70%+65.5pp | 30.89%+60.3pp | 28.51%+62.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,186 | $5,883+22.1% | $6,270+14.6% | $3,740+92.2% |
| Admin fee / account holder | $42 | $512-91.9% | $8,081-99.5% | $513-91.9% |