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, LLC3+ years Filed as: QBI,LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,975 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $218 |
QBI, LLC3+ years Service code 13 · EIN 26-2768667 21021 VENTURA BLVD. · WOODLAND HILLS, CA 91364 | Contract Administrator | $0 |
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 | $58,994 | $58,726+0.5% | $92,233-36.0% | $62,292-5.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.69% | 43.62%-27.9pp | 176.28%-160.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,790 | $2,392-25.2% | $3,679-51.4% | $2,042-12.4% |
| Participant deferral / active EE | $4,959 | $2,766+79.3% | $3,897+27.3% | $3,169+56.5% |
| Admin fee / account holder | $17 | $556-97.0% | $5,194-99.7% | $479-96.5% |