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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $23,923 |
Filed as: QUINTES ADM. AND INSURANCE Service code 49 · EIN 20-4319325 1961 MAIN ST #151 · WATSONVILLE, CA 95076 | Other Services | $10,055 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,332 |
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 | $58,883 | $45,343+29.9% | $150,298-60.8% | $67,986-13.4% |
| Participation rate | 68.4% | 51.9%+16.5pp | 77.8%-9.4pp | 57.2%+11.1pp |
| Annual return | 13.07% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $2,806 | $1,462+92.0% | $4,154-32.4% | $2,019+39.0% |
| Participant deferral / active EE | $3,536 | $2,055+72.1% | $5,453-35.2% | $3,358+5.3% |
| Admin fee / account holder | $238 | $2,250-89.4% | $14,116-98.3% | $3,203-92.6% |