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 Service code 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $2,605 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,153 | $66,124-74.1% | $90,404-81.0% | $73,488-76.7% |
| Participation rate | 64.4% | 69.7%-5.2pp | 72.7%-8.3pp | 70.7%-6.3pp |
| Annual return | 14.20% | 17.65%-3.5pp | 1293.02%-1278.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,657 | $3,039-45.5% | $3,963-58.2% | $3,740-55.7% |
| Admin fee / account holder | $39 | $396-90.3% | $5,611-99.3% | $513-92.5% |