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 |
|---|---|---|
QUALIFIED PLAN SOLUTIONS LC3+ years Service code 13 · EIN 05-0538699 PO BOX 547 · COLWICH, KS 670300547 | Contract Administrator | $4,114 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $756 |
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.
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 | $14,782 | $31,388-52.9% | $73,545-79.9% | $62,292-76.3% |
| Participation rate | 44.8% | 39.9%+4.9pp | 54.9%-10.1pp | 69.5%-24.7pp |
| Annual return | 18.57% | 25.34%-6.8pp | -15.16%+33.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $57 | $498-88.6% | $1,219-95.4% | $2,042-97.2% |
| Participant deferral / active EE | $504 | $1,028-51.0% | $1,806-72.1% | $3,169-84.1% |
| Admin fee / account holder | $27 | $299-90.8% | $2,320-98.8% | $479-94.3% |