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 |
|---|---|---|
QBI, LLC9+ years Filed as: QBI LLC Service code 13 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $6,850 |
AMERICAN FUNDS9+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $4,985 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,191 | $91,372-48.4% | $129,995-63.7% | $74,419-36.6% |
| Participation rate | 48.5% | 77.8%-29.2pp | 78.5%-29.9pp | 70.7%-22.2pp |
| Annual return | 19.42% | 23.21%-3.8pp | -137.18%+156.6pp | 34.38%-15.0pp |
| Employer contribution / active EE | $544 | $2,563-78.8% | $4,320-87.4% | $2,637-79.4% |
| Participant deferral / active EE | $1,775 | $4,721-62.4% | $5,820-69.5% | $4,528-60.8% |
| Admin fee / account holder | $27 | $283-90.4% | $10,614-99.7% | $348-92.2% |