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 |
|---|---|---|
QBI, LLC6 years Service code 14 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Plan Administrator | $7,439 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,786 | $64,119+55.6% | $112,228-11.1% | $66,914+49.1% |
| Participation rate | 69.0% | 68.5%+0.6pp | 75.1%-6.0pp | 69.8%-0.8pp |
| Annual return | -17.84% | -13.81%-4.0pp | 27.45%-45.3pp | 1.58%-19.4pp |
| Employer contribution / active EE | $203 | $3,005-93.2% | $3,635-94.4% | $2,544-92.0% |
| Participant deferral / active EE | $5,636 | $3,693+52.6% | $4,728+19.2% | $4,237+33.0% |
| Admin fee / account holder | $441 | $625-29.4% | $6,410-93.1% | $593-25.6% |