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, LLC5+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $2,400 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $92 |
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 | $101,007 | $52,953+90.7% | $172,739-41.5% | $65,185+55.0% |
| Participation rate | 74.2% | 66.2%+8.0pp | 82.6%-8.5pp | 70.2%+4.0pp |
| Annual return | 19.67% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.7pp |
| Employer contribution / active EE | $827 | $2,190-62.2% | $5,143-83.9% | $2,177-62.0% |
| Participant deferral / active EE | $2,584 | $2,471+4.6% | $5,198-50.3% | $3,514-26.5% |
| Admin fee / account holder | $21 | $472-95.5% | $13,954-99.8% | $847-97.5% |