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 | $11,610 | $32,117-63.8% | $71,086-83.7% | $64,186-81.9% |
| Participation rate | 57.1% | 42.7%+14.4pp | 54.7%+2.5pp | 69.6%-12.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $704 | $712-1.1% | $1,088-35.3% | $2,381-70.4% |
| Participant deferral / active EE | $1,161 | $1,263-8.1% | $1,874-38.1% | $3,470-66.5% |
| Admin fee / account holder | $51 | $2,759-98.2% | $3,082-98.4% | $4,888-99.0% |