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 | $18,660 | $32,425-42.5% | $74,583-75.0% | $55,167-66.2% |
| Participation rate | 57.9% | 54.0%+3.9pp | 68.1%-10.2pp | 69.0%-11.1pp |
| Annual return | 5.53% | 10.63%-5.1pp | 20.47%-14.9pp | 169.23%-163.7pp |
| Employer contribution / active EE | $437 | $1,043-58.1% | $2,525-82.7% | $1,963-77.7% |
| Participant deferral / active EE | $1,068 | $1,995-46.5% | $3,458-69.1% | $3,054-65.0% |
| Admin fee / account holder | $41 | $748-94.5% | $4,138-99.0% | $504-91.9% |