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 | $60,351 | $59,535+1.4% | $90,160-33.1% | $62,292-3.1% |
| Participation rate | 67.0% | 73.0%-6.1pp | 76.9%-9.9pp | 69.5%-2.5pp |
| Annual return | 16.90% | 23.53%-6.6pp | 34.88%-18.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,137 | $1,826-37.7% | $3,318-65.7% | $2,042-44.3% |
| Participant deferral / active EE | $4,006 | $4,639-13.6% | $5,288-24.2% | $3,169+26.4% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |