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 | $17,516 | $26,805-34.7% | $59,496-70.6% | $52,331-66.5% |
| Participation rate | 11.6% | 39.3%-27.7pp | 54.6%-42.9pp | 68.1%-56.5pp |
| Annual return | -2.81% | 2.61%-5.4pp | 182.05%-184.9pp | 4.54%-7.4pp |
| Employer contribution / active EE | $163 | $450-63.7% | $1,153-85.9% | $1,882-91.3% |
| Participant deferral / active EE | $377 | $916-58.8% | $1,829-79.4% | $3,022-87.5% |
| Admin fee / account holder | $27 | $305-91.1% | $2,232-98.8% | $592-95.4% |