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 |
|---|---|---|
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,850 | $63,442-21.4% | $68,791-27.5% | $66,914-25.5% |
| Participation rate | 63.6% | 60.0%+3.6pp | 69.0%-5.5pp | 69.8%-6.2pp |
| Annual return | -15.77% | -8.29%-7.5pp | -6.38%-9.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,520 | $1,775-14.3% | $2,655-42.7% | $2,544-40.2% |
| Participant deferral / active EE | $5,068 | $2,945+72.1% | $3,941+28.6% | $4,237+19.6% |
| Admin fee / account holder | $107 | $577-81.4% | $4,932-97.8% | $593-81.9% |