See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 | Advisory (Plan) | $14,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,503 |
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 | $63,646 | $51,045+24.7% | $70,515-9.7% | $71,457-10.9% |
| Participation rate | 65.6% | 59.4%+6.2pp | 68.3%-2.8pp | 67.9%-2.3pp |
| Annual return | 21.54% | 42.63%-21.1pp | 32.77%-11.2pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,681 | $1,790-6.1% | $2,973-43.5% | $2,588-35.0% |
| Participant deferral / active EE | $5,500 | $3,026+81.7% | $4,567+20.4% | $4,289+28.2% |
| Admin fee / account holder | $99 | $1,994-95.0% | $6,412-98.5% | $1,587-93.8% |