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.
| Provider | Service type | Compensation |
|---|---|---|
QP ADVISORY LLC3+ years Filed as: DR ADVISORY Service code 27 · EIN 20-5173405 | Advisory (Plan) | $23,724 |
BENEFIT CONSULTANTS GROUP3+ years Service code 13 · EIN 22-2383285 | Contract Administrator | $16,823 |
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 | $27,029 | $55,453-51.3% | $170,442-84.1% | $62,292-56.6% |
| Participation rate | 70.1% | 66.4%+3.7pp | 83.6%-13.5pp | 69.5%+0.6pp |
| Annual return | 17.85% | 21.38%-3.5pp | 205.93%-188.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,437 | $2,164-33.6% | $5,433-73.5% | $2,042-29.6% |
| Participant deferral / active EE | $3,154 | $2,303+37.0% | $4,939-36.1% | $3,169-0.5% |
| Admin fee / account holder | $178 | $455-60.9% | $13,880-98.7% | $479-62.9% |