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, LLC2+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,996 | $48,364-15.2% | $71,796-42.9% | $62,891-34.8% |
| Participation rate | 64.9% | 60.6%+4.3pp | 69.1%-4.2pp | 69.3%-4.4pp |
| Annual return | 18.93% | 13.16%+5.8pp | 78.04%-59.1pp | 20.14%-1.2pp |
| Employer contribution / active EE | $1,101 | $1,042+5.7% | $1,924-42.8% | $2,281-51.7% |
| Participant deferral / active EE | $3,438 | $2,091+64.4% | $2,794+23.0% | $3,203+7.3% |
| Admin fee / account holder | $21 | $3,771-99.4% | $4,815-99.6% | $4,296-99.5% |