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 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,500 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,480 | $44,873-76.6% | $79,464-86.8% | $56,287-81.4% |
| Participation rate | 63.2% | 68.7%-5.5pp | 73.3%-10.1pp | 69.9%-6.7pp |
| Annual return | -9.48% | 0.81%-10.3pp | 718.14%-727.6pp | -9.96%+0.5pp |
| Employer contribution / active EE | $550 | $2,140-74.3% | $2,800-80.3% | $2,111-73.9% |
| Participant deferral / active EE | $1,583 | $2,746-42.4% | $3,704-57.3% | $3,350-52.8% |
| Admin fee / account holder | $40 | $418-90.5% | $5,113-99.2% | $521-92.3% |