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 13 · EIN 42-0127290 | Contract Administrator | $59,848 |
Filed as: QBOX Service code 27 · EIN 46-2486380 | Advisory (Plan) | $12,085 |
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 | $15,515 | $47,722-67.5% | $82,719-81.2% | $64,808-76.1% |
| Participation rate | 86.9% | 67.6%+19.3pp | 72.6%+14.4pp | 71.5%+15.5pp |
| Annual return | -12.48% | -13.05%+0.6pp | 701.18%-713.7pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,101 | $2,179-49.5% | $3,009-63.4% | $2,506-56.1% |
| Participant deferral / active EE | $3,394 | $3,329+1.9% | $4,395-22.8% | $4,310-21.3% |
| Admin fee / account holder | $187 | $143+30.5% | $5,329-96.5% | $188-0.7% |