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 |
|---|---|---|
QP CONSULTING8 years Service code 26 6930 CARROLL AVE STE 420 · TAKOMA, MD 20912 | Advisory (Participants) | $15,003 |
ASCENSUS LLC8 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,901 |
PRICEKUBECKA PLLC2 years Filed as: PRICEKUBECKA Service code 10 · EIN 75-2783674 | Accounting | $5,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,874 | $148,978-41.7% | $200,582-56.7% | $84,808+2.4% |
| Participation rate | 94.6% | 84.2%+10.4pp | 86.9%+7.7pp | 68.3%+26.3pp |
| Annual return | 14.41% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,220 | $4,815-53.9% | $6,419-65.4% | $2,631-15.6% |
| Participant deferral / active EE | $10,538 | $7,142+47.5% | $9,331+12.9% | $4,212+150.2% |
| Admin fee / account holder | $274 | $13,977-98.0% | $16,305-98.3% | $7,344-96.3% |