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 | $51,510 | $55,002-6.3% | $59,878-14.0% | $56,287-8.5% |
| Participation rate | 64.7% | 75.9%-11.2pp | 74.7%-10.0pp | 69.9%-5.1pp |
| Annual return | 11.06% | 1.13%+9.9pp | 3.46%+7.6pp | -9.96%+21.0pp |
| Employer contribution / active EE | $1,760 | $2,448-28.1% | $2,722-35.3% | $2,111-16.6% |
| Participant deferral / active EE | $1,760 | $3,121-43.6% | $3,402-48.3% | $3,350-47.5% |
| Admin fee / account holder | $4 | $236-98.5% | $3,590-99.9% | $521-99.3% |