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 |
|---|---|---|
QCI ASSET MANAGEMENT3 years Filed as: QCI ASSET MANAGEMENT, INC Service code 26 · EIN 16-1045618 | Advisory (Participants) | $109,014 |
GROGAN & STUFFLEBEAM, CPAS LLP8+ years Service code 10 · EIN 20-0389490 | Accounting | $20,000 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 | Recordkeeping | $10,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,663 | $64,119+144.3% | $112,228+39.6% | $66,914+134.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -5.42% | -13.81%+8.4pp | 27.45%-32.9pp | 1.58%-7.0pp |
| Employer contribution / active EE | $16,849 | $3,005+460.6% | $3,635+363.6% | $2,544+562.3% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $705 | $625+12.8% | $6,410-89.0% | $593+18.9% |