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 | $25,727 | $54,237-52.6% | $90,281-71.5% | $67,579-61.9% |
| Participation rate | 47.1% | 68.6%-21.5pp | 73.3%-26.1pp | 71.3%-24.2pp |
| Annual return | 21.06% | 37.27%-16.2pp | 78.10%-57.0pp | 378.56%-357.5pp |
| Employer contribution / active EE | $961 | $1,846-47.9% | $2,854-66.3% | $2,148-55.2% |
| Participant deferral / active EE | $1,433 | $2,625-45.4% | $3,885-63.1% | $3,539-59.5% |
| Admin fee / account holder | $17 | $123-86.5% | $5,351-99.7% | $142-88.3% |