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 | $52,370 | $60,124-12.9% | $90,404-42.1% | $79,858-34.4% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 17.84% | 71.94%-54.1pp | 1293.02%-1275.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $207 | $2,068-90.0% | $3,262-93.7% | $2,471-91.6% |
| Participant deferral / active EE | $1,794 | $2,938-38.9% | $3,963-54.7% | $3,740-52.0% |
| Admin fee / account holder | $96 | $3,976-97.6% | $5,611-98.3% | $5,306-98.2% |