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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,640 | $39,859-25.6% | $78,689-62.3% | $57,658-48.6% |
| Participation rate | 13.9% | 66.1%-52.2pp | 73.6%-59.6pp | 70.2%-56.3pp |
| Annual return | 5.65% | 18.96%-13.3pp | 62.18%-56.5pp | 5.13%+0.5pp |
| Employer contribution / active EE | $150 | $1,786-91.6% | $2,851-94.7% | $1,974-92.4% |
| Participant deferral / active EE | $601 | $2,248-73.3% | $3,517-82.9% | $3,061-80.4% |
| Admin fee / account holder | $14 | $76-82.1% | $4,510-99.7% | $95-85.6% |