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 |
|---|---|---|
CARLSON QUINN1 year Service code 99 · EIN 94-3210526 | Other Fees | $7,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,484 | $107,440-25.1% | $105,738-23.9% | $55,725+44.4% |
| Participation rate | 37.9% | 55.5%-17.6pp | 76.3%-38.4pp | 70.9%-33.0pp |
| Annual return | -1.57% | -0.59%-1.0pp | 6.27%-7.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $737 | $1,448-49.1% | $3,268-77.4% | $2,078-64.5% |
| Participant deferral / active EE | $1,499 | $2,171-31.0% | $4,080-63.3% | $3,356-55.3% |
| Admin fee / account holder | $189 | $283-33.2% | $6,913-97.3% | $115+64.2% |