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 PLAN SOLUTIONS LC3 years Service code 13 · EIN 05-0538699 P.O. BOX 547 · COLWICH, KS 670300547 | Contract Administrator | $3,865 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 15 · EIN 82-4555287 SERVICES · SAN ANTONIO, TX 782659530 | Recordkeeping | $3,564 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,150 | $65,376-47.8% | $87,100-60.8% | $65,185-47.6% |
| Participation rate | 84.2% | 75.3%+8.9pp | 76.9%+7.3pp | 70.2%+14.0pp |
| Annual return | 28.09% | 31.27%-3.2pp | 28.19%-0.1pp | 29.38%-1.3pp |
| Employer contribution / active EE | $1,014 | $1,822-44.3% | $2,521-59.8% | $2,177-53.4% |
| Participant deferral / active EE | $2,630 | $3,388-22.4% | $4,049-35.0% | $3,514-25.2% |
| Admin fee / account holder | $51 | $520-90.3% | $7,497-99.3% | $847-94.0% |