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 13 · EIN 42-0127290 | Contract Administrator | $19,925 |
Filed as: BROADSTREET CAPITAL ADVISORS LLC Service code 27 · EIN 26-1204987 | Advisory (Plan) | $14,339 |
QUALIFIED PLANS, LLC1 year Service code 49 | Other Services | $9,309 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN, LLC Service code 49 · EIN 58-2605083 | Other Services | $0 |
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 | $30,745 | $48,576-36.7% | $169,463-81.9% | $56,287-45.4% |
| Participation rate | 89.6% | 65.8%+23.8pp | 77.8%+11.9pp | 69.9%+19.8pp |
| Annual return | 1.33% | -2.51%+3.8pp | 1.83%-0.5pp | -9.96%+11.3pp |
| Employer contribution / active EE | $1,390 | $1,559-10.9% | $4,159-66.6% | $2,111-34.2% |
| Participant deferral / active EE | $3,298 | $3,275+0.7% | $5,277-37.5% | $3,350-1.5% |
| Admin fee / account holder | $114 | $435-73.8% | $9,109-98.7% | $521-78.1% |