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 | $73,853 | $67,166+10.0% | $57,343+28.8% | $55,191+33.8% |
| Participation rate | 64.7% | 77.7%-13.0pp | 75.1%-10.4pp | 69.2%-4.5pp |
| Annual return | 45.86% | 4.22%+41.6pp | 24.39%+21.5pp | 10.78%+35.1pp |
| Employer contribution / active EE | $4,803 | $2,812+70.8% | $2,689+78.7% | $1,899+153.0% |
| Participant deferral / active EE | $4,621 | $2,835+63.0% | $3,162+46.1% | $3,046+51.7% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |