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 8-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 |
|---|---|---|
QBI, LLC1 year Filed as: QBI LLC Service code 10 · EIN 26-2768667 | Accounting | $5,450 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 15 · EIN 82-4555287 | Recordkeeping | $1,185 |
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 | $31,659 | $59,839-47.1% | $81,983-61.4% | $79,858-60.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 21.91% | 17.56%+4.3pp | 41.31%-19.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $5,117 | $1,713+198.6% | $2,498+104.8% | $2,471+107.1% |
| Participant deferral / active EE | $5,087 | $2,695+88.7% | $3,722+36.7% | $3,740+36.0% |
| Admin fee / account holder | $120 | $4,287-97.2% | $5,664-97.9% | $5,306-97.7% |