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 |
|---|---|---|
QP ADVISORY LLC2 years Service code 26 · EIN 80-0383171 | Advisory (Participants) | $9,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,437 |
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.
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 | $33,573 | $47,977-30.0% | $154,107-78.2% | $56,287-40.4% |
| Participation rate | 26.2% | 66.2%-40.0pp | 83.0%-56.8pp | 69.9%-43.6pp |
| Annual return | -5.51% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $215 | $2,169-90.1% | $5,298-95.9% | $2,111-89.8% |
| Participant deferral / active EE | $848 | $2,392-64.6% | $5,081-83.3% | $3,350-74.7% |
| Admin fee / account holder | $221 | $438-49.7% | $13,411-98.4% | $521-57.6% |