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 | $42,755 | $55,453-22.9% | $170,442-74.9% | $62,292-31.4% |
| Participation rate | 42.7% | 66.4%-23.6pp | 83.6%-40.9pp | 69.5%-26.8pp |
| Annual return | 22.85% | 21.38%+1.5pp | 205.93%-183.1pp | 28.90%-6.0pp |
| Employer contribution / active EE | $716 | $2,164-66.9% | $5,433-86.8% | $2,042-64.9% |
| Participant deferral / active EE | $1,849 | $2,303-19.7% | $4,939-62.6% | $3,169-41.7% |
| Admin fee / account holder | $29 | $455-93.6% | $13,880-99.8% | $479-93.9% |