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.7 years Filed as: QRPS, INC Service code 13 PO BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $10,450 |
AMERICAN FUNDS1 year Service code 15 · EIN 95-6817943 | Recordkeeping | $7,275 |
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 | $5,697 | $41,078-86.1% | $80,569-92.9% | $71,457-92.0% |
| Participation rate | 99.2% | 50.2%+49.0pp | 67.0%+32.2pp | 67.9%+31.2pp |
| Annual return | 22.32% | 38.45%-16.1pp | 935.43%-913.1pp | 28.85%-6.5pp |
| Employer contribution / active EE | $621 | $1,506-58.7% | $2,723-77.2% | $2,588-76.0% |
| Participant deferral / active EE | $1,813 | $2,699-32.8% | $4,447-59.2% | $4,289-57.7% |
| Admin fee / account holder | $50 | $1,840-97.3% | $5,377-99.1% | $1,587-96.9% |