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 |
|---|---|---|
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $3,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,734 | $39,245-21.7% | $64,105-52.1% | $52,331-41.3% |
| Participation rate | 61.5% | 58.2%+3.3pp | 68.2%-6.6pp | 68.1%-6.6pp |
| Annual return | -2.52% | 14.79%-17.3pp | 791.24%-793.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $1,022 | $736+38.8% | $1,820-43.9% | $1,882-45.7% |
| Participant deferral / active EE | $2,771 | $1,992+39.1% | $2,822-1.8% | $3,022-8.3% |
| Admin fee / account holder | $13 | $592-97.9% | $4,499-99.7% | $592-97.9% |