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 | $146,267-40.6% | $197,124-55.9% | $82,448+5.4% |
| Participation rate | 94.6% | 84.0%+10.6pp | 86.7%+7.9pp | 68.1%+26.5pp |
| Annual return | 14.41% | 29.61%-15.2pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,220 | $4,723-53.0% | $6,227-64.3% | $2,551-13.0% |
| Participant deferral / active EE | $10,538 | $7,035+49.8% | $9,135+15.4% | $4,139+154.6% |
| Admin fee / account holder | $274 | $14,422-98.1% | $16,298-98.3% | $7,234-96.2% |