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 |
|---|---|---|
Filed as: QUALIFIED PLAN ADMINISTRATORS INC Service code 10 · EIN 62-1832817 332 E SPRINGBROOK DR STE 400 · JOHNSON CITY, TN 37601 | Accounting | $9,662 |
LPL FINANCIAL2 years Filed as: JAMES RICHARDSON LPL FINANCIAL LLC Service code 99 601 E. ELK AVE · ELIZABETHTON, TN 37643 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,815 | $92,971-71.2% | $96,683-72.3% | $74,419-64.0% |
| Participation rate | 69.3% | 71.5%-2.2pp | 74.3%-5.0pp | 70.7%-1.4pp |
| Annual return | 14.74% | 37.49%-22.7pp | 35.69%-21.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $494 | $3,426-85.6% | $3,737-86.8% | $2,637-81.3% |
| Participant deferral / active EE | $1,815 | $3,970-54.3% | $4,878-62.8% | $4,528-59.9% |
| Admin fee / account holder | $15 | $633-97.6% | $6,730-99.8% | $348-95.6% |