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 | $12,016 | $43,133-72.1% | $89,391-86.6% | $73,488-83.6% |
| Participation rate | 25.5% | 55.0%-29.5pp | 68.0%-42.5pp | 70.7%-45.2pp |
| Annual return | 86.69% | 135.66%-49.0pp | 245.62%-158.9pp | 28.51%+58.2pp |
| Employer contribution / active EE | $751 | $1,438-47.7% | $2,586-70.9% | $2,270-66.9% |
| Participant deferral / active EE | $1,641 | $2,445-32.9% | $3,890-57.8% | $3,740-56.1% |
| Admin fee / account holder | $118 | $444-73.4% | $4,881-97.6% | $513-77.0% |