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, LLC2 years Service code 15 21031 VENTURA BLVD · WOODLAND HILLS, CA 93164 | Recordkeeping | $14,152 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,410 |
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 | $16,560 | $52,953-68.7% | $172,739-90.4% | $65,185-74.6% |
| Participation rate | 90.0% | 66.2%+23.9pp | 82.6%+7.4pp | 70.2%+19.8pp |
| Annual return | 15.75% | 30.12%-14.4pp | 802.84%-787.1pp | 29.38%-13.6pp |
| Employer contribution / active EE | $1,500 | $2,190-31.5% | $5,143-70.8% | $2,177-31.1% |
| Participant deferral / active EE | $3,103 | $2,471+25.6% | $5,198-40.3% | $3,514-11.7% |
| Admin fee / account holder | $26 | $472-94.5% | $13,954-99.8% | $847-96.9% |