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 3-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 | $19,548 | $53,136-63.2% | $155,509-87.4% | $199,593-90.2% |
| Participation rate | 49.6% | 64.1%-14.5pp | 78.2%-28.6pp | 72.0%-22.4pp |
| Annual return | 15.70% | 41.15%-25.4pp | 64.67%-49.0pp | 34.25%-18.5pp |
| Employer contribution / active EE | $339 | $1,851-81.7% | $4,672-92.7% | $3,034-88.8% |
| Participant deferral / active EE | $768 | $3,161-75.7% | $5,626-86.3% | $5,087-84.9% |
| Admin fee / account holder | $5 | $185-97.5% | $15,912-100.0% | $269-98.3% |