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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $12,029 |
QUALIFIED PLANS, LLC5+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 22-0223513 | Pension Consulting | $4,153 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $696 |
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 | $36,475 | $38,365-4.9% | $84,611-56.9% | $65,185-44.0% |
| Participation rate | 95.5% | 55.7%+39.8pp | 68.2%+27.2pp | 70.2%+25.3pp |
| Annual return | 25.89% | 32.00%-6.1pp | 258.74%-232.9pp | 29.38%-3.5pp |
| Employer contribution / active EE | $748 | $1,258-40.6% | $2,652-71.8% | $2,177-65.6% |
| Participant deferral / active EE | $3,376 | $2,278+48.2% | $3,899-13.4% | $3,514-3.9% |
| Admin fee / account holder | $209 | $451-53.8% | $4,912-95.8% | $847-75.4% |