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 | $24,869 | $57,065-56.4% | $75,670-67.1% | $70,131-64.5% |
| Participation rate | 57.1% | 68.1%-10.9pp | 72.3%-15.2pp | 69.5%-12.4pp |
| Annual return | 20.83% | 23.57%-2.7pp | 27.34%-6.5pp | 73.14%-52.3pp |
| Employer contribution / active EE | $2,951 | $1,817+62.4% | $2,352+25.5% | $2,342+26.0% |
| Participant deferral / active EE | $5,672 | $2,580+119.9% | $3,142+80.5% | $3,332+70.3% |
| Admin fee / account holder | $8 | $3,825-99.8% | $5,800-99.9% | $4,645-99.8% |