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 | $22,873 | $40,385-43.4% | $80,569-71.6% | $74,419-69.3% |
| Participation rate | 30.7% | 47.4%-16.7pp | 67.0%-36.3pp | 70.7%-40.0pp |
| Annual return | 28.35% | 164.85%-136.5pp | 935.43%-907.1pp | 34.38%-6.0pp |
| Employer contribution / active EE | $1,298 | $1,496-13.2% | $2,723-52.3% | $2,637-50.8% |
| Participant deferral / active EE | $1,619 | $2,674-39.5% | $4,447-63.6% | $4,528-64.2% |
| Admin fee / account holder | $12 | $720-98.4% | $5,377-99.8% | $348-96.6% |