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 | $62,863 | $98,750-36.3% | $149,696-58.0% | $79,858-21.3% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.5%-19.6pp | 69.6%-6.7pp |
| Annual return | 18.74% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,596 | $3,216-19.3% | $4,644-44.1% | $2,471+5.1% |
| Participant deferral / active EE | $5,676 | $5,680-0.1% | $6,842-17.0% | $3,740+51.8% |
| Admin fee / account holder | $23 | $6,053-99.6% | $9,309-99.8% | $5,306-99.6% |