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 LLC4 years Service code 26 · EIN 80-0383171 | Advisory (Participants) | $9,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,883 |
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 | $48,995 | $58,879-16.8% | $178,490-72.6% | $73,488-33.3% |
| Participation rate | 23.6% | 66.2%-42.6pp | 81.9%-58.3pp | 70.7%-47.1pp |
| Annual return | 13.74% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $244 | $2,236-89.1% | $5,011-95.1% | $2,270-89.2% |
| Participant deferral / active EE | $822 | $2,567-68.0% | $5,202-84.2% | $3,740-78.0% |
| Admin fee / account holder | $236 | $400-41.0% | $13,984-98.3% | $513-53.9% |