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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUINTES FINANCIAL SERVICES LLC Service code 99 | Other Fees | $13,394 |
Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 | Other Services | $5,775 |
QUINTES ADM. AND INSURANCE3 years Filed as: QUINTES FINANCIAL SERVICES, LLC Service code 49 · EIN 35-2584032 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,275 | $65,061-45.8% | $143,757-75.5% | $66,914-47.3% |
| Participation rate | 79.6% | 65.2%+14.4pp | 80.3%-0.7pp | 69.8%+9.8pp |
| Annual return | -17.94% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,549 | $2,361-34.4% | $4,951-68.7% | $2,544-39.1% |
| Participant deferral / active EE | $4,981 | $2,919+70.7% | $5,637-11.6% | $4,237+17.6% |
| Admin fee / account holder | $186 | $502-62.9% | $14,673-98.7% | $593-68.6% |