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 | $29,305 | $57,108-48.7% | $94,224-68.9% | $52,331-44.0% |
| Participation rate | 42.3% | 72.9%-30.7pp | 78.8%-36.5pp | 68.1%-25.8pp |
| Annual return | -1.41% | 1.47%-2.9pp | 10.68%-12.1pp | 4.54%-6.0pp |
| Employer contribution / active EE | $946 | $1,735-45.5% | $3,587-73.6% | $1,882-49.7% |
| Participant deferral / active EE | $1,705 | $3,040-43.9% | $4,320-60.5% | $3,022-43.6% |
| Admin fee / account holder | $54 | $546-90.1% | $6,269-99.1% | $592-90.9% |