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, LLC3+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 22-0223513 | Pension Consulting | $2,574 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $31,588 | $36,767-14.1% | $81,478-61.2% | $62,292-49.3% |
| Participation rate | 91.8% | 54.4%+37.3pp | 68.0%+23.8pp | 69.5%+22.3pp |
| Annual return | 19.32% | 173.80%-154.5pp | 38.78%-19.5pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,026 | $2,111+43.4% | $3,537-14.4% | $3,169-4.5% |
| Admin fee / account holder | $17 | $797-97.9% | $4,561-99.6% | $479-96.4% |