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 | $39,958 | $70,002-42.9% | $115,037-65.3% | $52,331-23.6% |
| Participation rate | 52.2% | 72.1%-20.0pp | 81.4%-29.2pp | 68.1%-16.0pp |
| Annual return | -1.10% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,009 | $2,715-26.0% | $4,608-56.4% | $1,882+6.8% |
| Participant deferral / active EE | $3,180 | $4,920-35.4% | $6,026-47.2% | $3,022+5.2% |
| Admin fee / account holder | $31 | $566-94.5% | $8,175-99.6% | $592-94.7% |