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, LLC4+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 22-0223513 | Pension Consulting | $1,924 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $652 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,086 | $33,067-15.1% | $76,523-63.3% | $56,287-50.1% |
| Participation rate | 93.3% | 55.4%+37.9pp | 68.0%+25.3pp | 69.9%+23.4pp |
| Annual return | -8.83% | 2.72%-11.5pp | -0.27%-8.6pp | -9.96%+1.1pp |
| Employer contribution / active EE | $454 | $1,200-62.2% | $2,647-82.9% | $2,111-78.5% |
| Participant deferral / active EE | $3,130 | $2,240+39.7% | $3,835-18.4% | $3,350-6.6% |
| Admin fee / account holder | $15 | $537-97.2% | $4,848-99.7% | $521-97.1% |