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 | $38,418 | $47,977-19.9% | $154,107-75.1% | $56,287-31.7% |
| Participation rate | 58.0% | 66.2%-8.2pp | 83.0%-25.1pp | 69.9%-11.9pp |
| Annual return | 7.45% | 3.54%+3.9pp | 735.12%-727.7pp | -9.96%+17.4pp |
| Employer contribution / active EE | $1,111 | $2,169-48.8% | $5,298-79.0% | $2,111-47.4% |
| Participant deferral / active EE | $3,964 | $2,392+65.7% | $5,081-22.0% | $3,350+18.3% |
| Admin fee / account holder | $0 | $438-99.9% | $13,411-100.0% | $521-99.9% |