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 | $44,171 |
QUINTES ADM. AND INSURANCE3 years Filed as: QUINTES ADMIN AND INSURANCE SVCS Service code 49 · EIN 20-4319325 | Other Services | $10,906 |
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 | $82,000 | $86,944-5.7% | $107,525-23.7% | $74,304+10.4% |
| Participation rate | 79.8% | 59.6%+20.2pp | 75.1%+4.7pp | 60.3%+19.4pp |
| Annual return | 15.70% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,170 | $2,757+15.0% | $3,754-15.5% | $2,241+41.5% |
| Participant deferral / active EE | $7,742 | $3,554+117.8% | $5,116+51.3% | $3,767+105.5% |
| Admin fee / account holder | $29 | $3,727-99.2% | $8,919-99.7% | $2,969-99.0% |