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 9-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 |
|---|---|---|
Filed as: QUINTES FINANCIAL SERVICES LLC Service code 99 | Other Fees | $9,608 |
Service code 99 | Other Fees | $9,014 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $8,571 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Filed as: QUINTES FINANCIAL SERVICES Service code 99 · EIN 35-2584032 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,720 | $71,142+3.6% | $119,609-38.4% | $64,808+13.8% |
| Participation rate | 60.8% | 78.6%-17.8pp | 79.3%-18.5pp | 71.5%-10.7pp |
| Annual return | -17.02% | -10.01%-7.0pp | -14.97%-2.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,919 | $2,497-23.2% | $4,232-54.7% | $2,506-23.4% |
| Participant deferral / active EE | $5,095 | $4,490+13.5% | $5,602-9.0% | $4,310+18.2% |
| Admin fee / account holder | $42 | $162-74.2% | $10,323-99.6% | $188-77.7% |