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 6-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 | $15,092 | $25,302-40.4% | $74,701-79.8% | $67,579-77.7% |
| Participation rate | 37.4% | 37.8%-0.4pp | 54.5%-17.1pp | 71.3%-33.9pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 752.92%-752.9pp | 378.56%-378.6pp |
| Employer contribution / active EE | $376 | $446-15.8% | $1,084-65.3% | $2,148-82.5% |
| Participant deferral / active EE | $636 | $954-33.3% | $1,964-67.6% | $3,539-82.0% |
| Admin fee / account holder | $151 | $108+40.4% | $3,333-95.5% | $142+6.2% |