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 CONSULTING6+ years Service code 99 · EIN 47-1771614 | Other Fees | $19,419 |
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 | $60,480 | $62,132-2.7% | $185,823-67.5% | $73,488-17.7% |
| Participation rate | 62.3% | 67.8%-5.6pp | 78.0%-15.8pp | 70.7%-8.4pp |
| Annual return | 13.69% | 20.44%-6.7pp | 35.95%-22.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $470 | $1,681-72.0% | $4,087-88.5% | $2,270-79.3% |
| Participant deferral / active EE | $2,971 | $3,711-20.0% | $5,632-47.3% | $3,740-20.6% |
| Admin fee / account holder | $54 | $419-87.1% | $9,500-99.4% | $513-89.5% |