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+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 4949 WESTOWN PARKWAY, SUITE 110 · WEST DES MOINES, IA 50266 | Pension Consulting | $17,834 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,161 | $27,330-33.5% | $67,711-73.2% | $55,191-67.1% |
| Participation rate | 64.2% | 47.5%+16.7pp | 67.5%-3.3pp | 69.2%-4.9pp |
| Annual return | 1.51% | 8.81%-7.3pp | 25.41%-23.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $573 | $855-33.0% | $2,559-77.6% | $1,899-69.8% |
| Participant deferral / active EE | $1,706 | $1,709-0.2% | $3,585-52.4% | $3,046-44.0% |
| Admin fee / account holder | $26 | $109-76.2% | $4,255-99.4% | $91-71.4% |