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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,774 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $16,400 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,029 | $58,083-39.7% | $80,019-56.2% | $56,287-37.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -6.07% | 34.61%-40.7pp | 11.22%-17.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,251 | $1,932+16.5% | $2,468-8.8% | $2,111+6.6% |
| Participant deferral / active EE | $3,972 | $3,135+26.7% | $3,686+7.8% | $3,350+18.6% |
| Admin fee / account holder | $115 | $623-81.6% | $6,521-98.2% | $521-78.0% |