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 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 4949 WESTOWN PARKWAY STE 110 · WEST DES MOINES, IA 502666716 | Pension Consulting | $23,923 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,383 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $123,966 | $81,474+52.2% | $133,956-7.5% | $73,488+68.7% |
| Participation rate | 95.7% | 76.4%+19.3pp | 79.8%+15.8pp | 70.7%+25.0pp |
| Annual return | 21.57% | 19.40%+2.2pp | 45.09%-23.5pp | 28.51%-6.9pp |
| Employer contribution / active EE | $2,214 | $2,209+0.2% | $3,919-43.5% | $2,270-2.5% |
| Participant deferral / active EE | $5,085 | $3,786+34.3% | $5,048+0.7% | $3,740+36.0% |
| Admin fee / account holder | $117 | $713-83.5% | $8,927-98.7% | $513-77.1% |