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 9-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 | $40,894 | $63,156-35.3% | $122,332-66.6% | $62,292-34.4% |
| Participation rate | 32.0% | 60.0%-28.0pp | 71.6%-39.7pp | 69.5%-37.5pp |
| Annual return | 14.45% | 20.61%-6.2pp | 30.27%-15.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $511 | $1,385-63.1% | $4,050-87.4% | $2,042-75.0% |
| Participant deferral / active EE | $1,231 | $2,321-47.0% | $3,287-62.5% | $3,169-61.2% |
| Admin fee / account holder | $31 | $440-92.9% | $5,478-99.4% | $479-93.5% |