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, LLC1+ years Filed as: QUALIFIED PLAN CONSULTANTS Service code 17 · EIN 20-0223513 | Pension Consulting | $3,479 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,376 | $39,245+33.5% | $64,105-18.3% | $52,331+0.1% |
| Participation rate | 62.3% | 58.2%+4.0pp | 68.2%-5.9pp | 68.1%-5.8pp |
| Annual return | 0.21% | 14.79%-14.6pp | 791.24%-791.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $290 | $736-60.6% | $1,820-84.0% | $1,882-84.6% |
| Participant deferral / active EE | $1,803 | $1,992-9.5% | $2,822-36.1% | $3,022-40.4% |
| Admin fee / account holder | $25 | $592-95.8% | $4,499-99.4% | $592-95.8% |