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 9-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 13 · EIN 42-0127290 | Contract Administrator | $34,238 |
QUINT CAPITAL CORPORATION6 years Filed as: QUINT CAPITAL CORP Service code 49 · EIN 59-3007259 | Other Services | $11,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,000 | $216,711-97.2% | $136,749-95.6% | $85,563-93.0% |
| Participation rate | 31.0% | 51.7%-20.7pp | 72.1%-41.1pp | 66.0%-34.9pp |
| Annual return | 13.35% | 15.26%-1.9pp | 24.33%-11.0pp | 31.51%-18.2pp |
| Employer contribution / active EE | $0 | $1,660-100.0% | $3,400-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $477 | $2,635-81.9% | $4,692-89.8% | $4,375-89.1% |
| Admin fee / account holder | $118 | $1,223-90.4% | $11,386-99.0% | $834-85.9% |