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 LLC3 years Service code 26 · EIN 80-0383171 | Advisory (Participants) | $9,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,587 |
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 | $41,832 | $52,953-21.0% | $172,739-75.8% | $65,185-35.8% |
| Participation rate | 22.3% | 66.2%-43.9pp | 82.6%-60.3pp | 70.2%-47.9pp |
| Annual return | 19.67% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.7pp |
| Employer contribution / active EE | $198 | $2,190-90.9% | $5,143-96.1% | $2,177-90.9% |
| Participant deferral / active EE | $780 | $2,471-68.4% | $5,198-85.0% | $3,514-77.8% |
| Admin fee / account holder | $241 | $472-48.9% | $13,954-98.3% | $847-71.5% |