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, LLC4 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,205 |
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 | $68,430 | $54,517+25.5% | $75,972-9.9% | $74,495-8.1% |
| Participation rate | 68.2% | 60.3%+7.9pp | 69.1%-0.8pp | 67.2%+1.0pp |
| Annual return | 15.11% | 31.82%-16.7pp | 359.55%-344.4pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,650 | $1,777-7.1% | $2,685-38.5% | $2,623-37.1% |
| Participant deferral / active EE | $5,962 | $3,066+94.5% | $4,255+40.1% | $4,346+37.2% |
| Admin fee / account holder | $137 | $2,229-93.8% | $6,467-97.9% | $1,942-92.9% |