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 | $38,056 |
QUINTES ADM. AND INSURANCE2 years Filed as: QUINTES ADMIN AND INSURANCE SVCS Service code 49 · EIN 20-4319325 | Other Services | $9,815 |
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 | $83,204 | $80,724+3.1% | $103,333-19.5% | $74,495+11.7% |
| Participation rate | 82.2% | 65.7%+16.5pp | 74.5%+7.7pp | 67.2%+15.0pp |
| Annual return | 18.95% | 27.56%-8.6pp | 24.88%-5.9pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,557 | $3,157-19.0% | $3,868-33.9% | $2,623-2.5% |
| Participant deferral / active EE | $5,854 | $3,860+51.6% | $5,057+15.7% | $4,346+34.7% |
| Admin fee / account holder | $35 | $2,368-98.5% | $8,355-99.6% | $1,942-98.2% |