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 |
|---|---|---|
QUEST CAPITAL STRATEGIES INC1+ years Service code 55 · EIN 95-3859254 | Other Commissions | $0 |
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 | $31,283 | $72,770-57.0% | $67,652-53.8% | $55,191-43.3% |
| Participation rate | 99.5% | 78.8%+20.7pp | 75.7%+23.8pp | 69.2%+30.3pp |
| Annual return | 0.23% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $826 | $1,769-53.3% | $2,266-63.5% | $1,899-56.5% |
| Participant deferral / active EE | $2,272 | $3,408-33.3% | $3,560-36.2% | $3,046-25.4% |
| Admin fee / account holder | $3 | $79-96.8% | $4,821-99.9% | $91-97.2% |