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 |
|---|---|---|
QBI, LLC1 year Service code 15 21031 VENTURA BLVD · WOODLAND HILLS, CA 93164 | Recordkeeping | $10,900 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,123 |
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 | $22,747 | $37,196-38.8% | $154,107-85.2% | $55,725-59.2% |
| Participation rate | 88.0% | 64.1%+23.9pp | 83.0%+4.9pp | 70.9%+17.1pp |
| Annual return | -5.99% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,115 | $1,614-30.9% | $5,298-79.0% | $2,078-46.4% |
| Participant deferral / active EE | $2,401 | $2,068+16.1% | $5,081-52.7% | $3,356-28.4% |
| Admin fee / account holder | $18 | $102-82.2% | $13,411-99.9% | $115-84.3% |