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 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,650 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $411 |
Employer contribution per participant 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.
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 | $14,589 | $51,620-71.7% | $90,281-83.8% | $65,185-77.6% |
| Participation rate | 73.4% | 68.6%+4.8pp | 73.3%+0.1pp | 70.2%+3.2pp |
| Annual return | 18.52% | 24.94%-6.4pp | 78.10%-59.6pp | 29.38%-10.9pp |
| Employer contribution / active EE | $43 | $2,235-98.1% | $2,854-98.5% | $2,177-98.0% |
| Participant deferral / active EE | $1,625 | $2,871-43.4% | $3,885-58.2% | $3,514-53.7% |
| Admin fee / account holder | $128 | $384-66.6% | $5,351-97.6% | $847-84.8% |