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 99 · EIN 47-1411118 | Other Fees | $20,448 |
Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 | Other Services | $9,728 |
QUINTES ADM. AND INSURANCE3 years Filed as: QUINTES ADMIN AND INSURANCE SVC Service code 49 · EIN 20-4319325 | Other Services | $0 |
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 | $63,600 | $50,287+26.5% | $112,229-43.3% | $80,160-20.7% |
| Participation rate | 15.6% | 52.9%-37.3pp | 72.4%-56.8pp | 72.9%-57.3pp |
| Annual return | 21.31% | 19.72%+1.6pp | 30.20%-8.9pp | 40.38%-19.1pp |
| Employer contribution / active EE | $577 | $1,211-52.4% | $3,430-83.2% | $2,978-80.6% |
| Participant deferral / active EE | $1,131 | $2,265-50.0% | $4,798-76.4% | $5,017-77.5% |
| Admin fee / account holder | $58 | $116-49.7% | $7,748-99.2% | $145-59.7% |