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 |
|---|---|---|
QP CONSULTING1+ years Service code 99 · EIN 47-1771614 | Other Fees | $5,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,464 | $45,283+2.6% | $155,790-70.2% | $52,331-11.2% |
| Participation rate | 59.5% | 62.2%-2.7pp | 76.1%-16.6pp | 68.1%-8.6pp |
| Annual return | -0.47% | 1.80%-2.3pp | 71.54%-72.0pp | 4.54%-5.0pp |
| Employer contribution / active EE | $351 | $1,329-73.6% | $3,836-90.8% | $1,882-81.3% |
| Participant deferral / active EE | $2,498 | $2,854-12.5% | $4,797-47.9% | $3,022-17.3% |
| Admin fee / account holder | $21 | $981-97.9% | $7,478-99.7% | $592-96.5% |