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 | $37,057 |
Filed as: QUINTES ADMIN AND INSURANCE SVCS Service code 49 · EIN 20-4319325 | Other Services | $14,328 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,065 | $76,670+16.2% | $96,683-7.9% | $71,457+24.6% |
| Participation rate | 73.8% | 66.6%+7.2pp | 74.3%-0.5pp | 67.9%+5.9pp |
| Annual return | 250.54% | 48.29%+202.2pp | 35.69%+214.8pp | 28.85%+221.7pp |
| Employer contribution / active EE | $2,792 | $3,031-7.9% | $3,737-25.3% | $2,588+7.9% |
| Participant deferral / active EE | $6,078 | $3,771+61.2% | $4,878+24.6% | $4,289+41.7% |
| Admin fee / account holder | $108 | $2,028-94.7% | $6,730-98.4% | $1,587-93.2% |