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 |
|---|---|---|
QBI, LLC3+ years Service code 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $17,450 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,151 | $44,989-26.3% | $170,442-80.5% | $77,958-57.5% |
| Participation rate | 13.5% | 64.6%-51.1pp | 83.6%-70.1pp | 71.6%-58.1pp |
| Annual return | 16.38% | 19.61%-3.2pp | 205.93%-189.6pp | 20.87%-4.5pp |
| Employer contribution / active EE | $53 | $1,466-96.4% | $5,433-99.0% | $2,310-97.7% |
| Participant deferral / active EE | $753 | $2,208-65.9% | $4,939-84.8% | $3,537-78.7% |
| Admin fee / account holder | $24 | $69-65.6% | $13,880-99.8% | $97-75.7% |