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.8 years Filed as: QRPS, INC Service code 13 PO BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $7,400 |
AMERICAN FUNDS2 years Service code 15 · EIN 95-6817943 | Recordkeeping | $5,150 |
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 | $5,568 | $45,031-87.6% | $84,966-93.4% | $77,643-92.8% |
| Participation rate | 99.4% | 48.7%+50.7pp | 67.5%+31.9pp | 70.6%+28.8pp |
| Annual return | 14.86% | 79.22%-64.4pp | 66.38%-51.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $935 | $1,609-41.9% | $2,727-65.7% | $2,726-65.7% |
| Participant deferral / active EE | $1,864 | $2,807-33.6% | $4,519-58.8% | $4,647-59.9% |
| Admin fee / account holder | $25 | $912-97.2% | $6,149-99.6% | $430-94.1% |