See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,317 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 | Advisory (Plan) | $5,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,178 | $65,908-61.8% | $81,812-69.2% | $77,643-67.6% |
| Participation rate | 35.1% | 65.8%-30.7pp | 72.3%-37.3pp | 70.6%-35.5pp |
| Annual return | 69.82% | 26.64%+43.2pp | 773.79%-704.0pp | 31.24%+38.6pp |
| Employer contribution / active EE | $286 | $2,370-87.9% | $2,912-90.2% | $2,726-89.5% |
| Participant deferral / active EE | $2,449 | $3,505-30.1% | $4,319-43.3% | $4,647-47.3% |
| Admin fee / account holder | $138 | $526-73.9% | $7,386-98.1% | $430-68.0% |