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, LLC2+ 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 | $26,386 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,753 | $30,599-25.6% | $74,583-69.5% | $57,658-60.5% |
| Participation rate | 59.2% | 49.1%+10.0pp | 68.1%-8.9pp | 70.2%-11.1pp |
| Annual return | 7.40% | 14.24%-6.8pp | 20.47%-13.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,594 | $1,805-11.7% | $3,458-53.9% | $3,061-47.9% |
| Admin fee / account holder | $50 | $98-48.8% | $4,138-98.8% | $95-46.9% |