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 CONSULTING8+ years Service code 99 · EIN 47-1771614 | Other Fees | $25,000 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 | Other Services | $5,458 |
Filed as: RETIREMENT PLAN CONCEPTS & SVC INC Service code 49 · EIN 35-2091864 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,828 | $59,159+6.2% | $159,960-60.7% | $66,914-6.1% |
| Participation rate | 62.6% | 68.1%-5.6pp | 78.0%-15.4pp | 69.8%-7.2pp |
| Annual return | -16.55% | -12.26%-4.3pp | 408.60%-425.2pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,074 | $1,983-45.8% | $4,226-74.6% | $2,544-57.8% |
| Participant deferral / active EE | $3,472 | $4,395-21.0% | $6,182-43.8% | $4,237-18.1% |
| Admin fee / account holder | $160 | $591-72.9% | $8,698-98.2% | $593-73.0% |