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 10-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 | $18,452 | $28,416-35.1% | $73,545-74.9% | $69,631-73.5% |
| Participation rate | 8.9% | 38.3%-29.4pp | 54.9%-46.0pp | 70.7%-61.7pp |
| Annual return | 18.74% | -694.13%+712.9pp | -15.16%+33.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $123 | $430-71.4% | $1,219-89.9% | $2,032-93.9% |
| Participant deferral / active EE | $300 | $897-66.6% | $1,806-83.4% | $3,224-90.7% |
| Admin fee / account holder | $33 | $104-68.4% | $2,320-98.6% | $110-70.1% |