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 | $19,742 | $55,453-64.4% | $170,442-88.4% | $62,292-68.3% |
| Participation rate | 47.1% | 66.4%-19.3pp | 83.6%-36.5pp | 69.5%-22.4pp |
| Annual return | 15.82% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $355 | $2,164-83.6% | $5,433-93.5% | $2,042-82.6% |
| Participant deferral / active EE | $1,487 | $2,303-35.4% | $4,939-69.9% | $3,169-53.1% |
| Admin fee / account holder | $1 | $455-99.8% | $13,880-100.0% | $479-99.8% |