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 that benefits due were not provided when due.
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 | $115,662 | $91,190+26.8% | $178,490-35.2% | $79,858+44.8% |
| Participation rate | 62.1% | 69.2%-7.1pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 15.66% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,033 | $3,256-37.6% | $5,011-59.4% | $2,471-17.7% |
| Participant deferral / active EE | $3,946 | $3,236+21.9% | $5,202-24.1% | $3,740+5.5% |
| Admin fee / account holder | $5 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |