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 |
|---|---|---|
Service code 64 · EIN 04-2647786 OPERATIONS COMPANY, INC. · KANSAS CITY, MO 64121 | Recordkeeping Fees | $20,473 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,525 |
QBI, LLC3 years Service code 14 · EIN 26-2768667 | Plan Administrator | $825 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,951 | $99,957-66.0% | $149,696-77.3% | $73,488-53.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.04% | 53.87%-37.8pp | 276.60%-260.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $707 | $3,191-77.9% | $4,644-84.8% | $2,270-68.9% |
| Participant deferral / active EE | $5,369 | $6,073-11.6% | $6,842-21.5% | $3,740+43.6% |
| Admin fee / account holder | $195 | $551-64.6% | $9,309-97.9% | $513-62.0% |