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 | $33,188 | $32,425+2.4% | $74,583-55.5% | $55,167-39.8% |
| Participation rate | 41.8% | 54.0%-12.2pp | 68.1%-26.3pp | 69.0%-27.2pp |
| Annual return | 6.46% | 10.63%-4.2pp | 20.47%-14.0pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,241 | $1,995-37.8% | $3,458-64.1% | $3,054-59.4% |
| Admin fee / account holder | $10 | $748-98.6% | $4,138-99.7% | $504-97.9% |