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 7-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 | $18,946 | $43,133-56.1% | $89,391-78.8% | $73,488-74.2% |
| Participation rate | 36.7% | 55.0%-18.2pp | 68.0%-31.3pp | 70.7%-34.0pp |
| Annual return | 36.71% | 135.66%-99.0pp | 245.62%-208.9pp | 28.51%+8.2pp |
| Employer contribution / active EE | $1,407 | $1,438-2.2% | $2,586-45.6% | $2,270-38.0% |
| Participant deferral / active EE | $2,102 | $2,445-14.0% | $3,890-46.0% | $3,740-43.8% |
| Admin fee / account holder | $128 | $444-71.2% | $4,881-97.4% | $513-75.1% |