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 |
|---|---|---|
QP CONSULTING1 year Service code 26 · EIN 47-1771614 6930 CARROLL AVENUE STE 402 · TACOMA PARK, MD 20912 | Advisory (Participants) | $23,950 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,303 | $60,165+0.2% | $74,183-18.7% | $55,167+9.3% |
| Participation rate | 76.0% | 74.2%+1.8pp | 76.6%-0.6pp | 69.0%+7.0pp |
| Annual return | 8.34% | 10.00%-1.7pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,369 | $1,600-14.4% | $2,370-42.2% | $1,963-30.2% |
| Participant deferral / active EE | $2,982 | $2,973+0.3% | $3,550-16.0% | $3,054-2.4% |
| Admin fee / account holder | $143 | $419-66.0% | $5,586-97.4% | $504-71.7% |