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, LLC7 years Service code 14 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Plan Administrator | $6,823 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $518 |
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 | $121,882 | $76,670+59.0% | $96,683+26.1% | $71,457+70.6% |
| Participation rate | 62.5% | 66.6%-4.1pp | 74.3%-11.8pp | 67.9%-5.4pp |
| Annual return | 19.52% | 48.29%-28.8pp | 35.69%-16.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $205 | $3,031-93.2% | $3,737-94.5% | $2,588-92.1% |
| Participant deferral / active EE | $6,068 | $3,771+60.9% | $4,878+24.4% | $4,289+41.5% |
| Admin fee / account holder | $506 | $2,028-75.1% | $6,730-92.5% | $1,587-68.1% |