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 9-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 |
|---|---|---|
QRPS, INC.6 years Filed as: QRPS, INC Service code 13 PO BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $14,300 |
AMERICAN FUNDS6 years Filed as: AMMERICAN FUNDS Service code 15 · EIN 95-6817943 | Recordkeeping | $13,803 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,576 | $34,677-86.8% | $77,024-94.1% | $64,808-92.9% |
| Participation rate | 99.2% | 49.8%+49.4pp | 67.9%+31.3pp | 71.5%+27.8pp |
| Annual return | -19.30% | -5.33%-14.0pp | 42.32%-61.6pp | 32.82%-52.1pp |
| Employer contribution / active EE | $940 | $1,370-31.4% | $2,812-66.6% | $2,506-62.5% |
| Participant deferral / active EE | $1,637 | $2,556-36.0% | $4,426-63.0% | $4,310-62.0% |
| Admin fee / account holder | $69 | $179-61.3% | $5,425-98.7% | $188-63.2% |