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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $21,601 |
QUINTES ADM. AND INSURANCE2 years Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 1961 MAIN ST #151 · WATSONVILLE, CA 95076 | Other Services | $8,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,115 | $80,724+87.2% | $103,333+46.2% | $74,495+102.9% |
| Participation rate | 86.4% | 65.7%+20.7pp | 74.5%+11.9pp | 67.2%+19.2pp |
| Annual return | 26.77% | 27.56%-0.8pp | 24.88%+1.9pp | 1364.94%-1338.2pp |
| Employer contribution / active EE | $7,613 | $3,157+141.1% | $3,868+96.8% | $2,623+190.2% |
| Participant deferral / active EE | $11,548 | $3,860+199.1% | $5,057+128.3% | $4,346+165.7% |
| Admin fee / account holder | $136 | $2,368-94.3% | $8,355-98.4% | $1,942-93.0% |