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 | $81,036 | $54,390+49.0% | $117,039-30.8% | $69,631+16.4% |
| Participation rate | 38.8% | 58.5%-19.8pp | 77.2%-38.4pp | 70.7%-31.9pp |
| Annual return | 14.71% | 18.33%-3.6pp | 18.95%-4.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $763 | $1,357-43.7% | $3,785-79.8% | $2,032-62.4% |
| Participant deferral / active EE | $1,461 | $2,076-29.6% | $3,929-62.8% | $3,224-54.7% |
| Admin fee / account holder | $183 | $98+87.4% | $5,974-96.9% | $110+65.9% |