See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
QP CONSULTING5+ years Service code 99 · EIN 47-1771614 | Other Fees | $21,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,647 | $56,972-5.8% | $182,532-70.6% | $65,185-17.7% |
| Participation rate | 58.5% | 66.5%-8.0pp | 78.0%-19.4pp | 70.2%-11.7pp |
| Annual return | 20.56% | 27.67%-7.1pp | 148.54%-128.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $387 | $1,615-76.1% | $4,076-90.5% | $2,177-82.2% |
| Participant deferral / active EE | $2,626 | $3,526-25.5% | $5,524-52.5% | $3,514-25.3% |
| Admin fee / account holder | $23 | $528-95.6% | $8,592-99.7% | $847-97.3% |