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 | $101,138 | $35,949+181.3% | $88,538+14.2% | $65,185+55.2% |
| Participation rate | 30.2% | 56.4%-26.2pp | 68.7%-38.6pp | 70.2%-40.0pp |
| Annual return | 26.03% | 47.52%-21.5pp | 43.64%-17.6pp | 29.38%-3.4pp |
| Employer contribution / active EE | $513 | $1,047-51.0% | $2,098-75.5% | $2,177-76.4% |
| Participant deferral / active EE | $2,126 | $1,870+13.7% | $2,914-27.0% | $3,514-39.5% |
| Admin fee / account holder | $2 | $496-99.7% | $4,310-100.0% | $847-99.8% |