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 8-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 | $14,027 | $38,365-63.4% | $84,611-83.4% | $65,185-78.5% |
| Participation rate | 22.1% | 55.7%-33.6pp | 68.2%-46.1pp | 70.2%-48.1pp |
| Annual return | 30.34% | 32.00%-1.7pp | 258.74%-228.4pp | 29.38%+1.0pp |
| Employer contribution / active EE | $769 | $1,258-38.9% | $2,652-71.0% | $2,177-64.7% |
| Participant deferral / active EE | $869 | $2,278-61.9% | $3,899-77.7% | $3,514-75.3% |
| Admin fee / account holder | $57 | $451-87.4% | $4,912-98.8% | $847-93.3% |