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 |
|---|---|---|
Service code 49 | Other Services | $23,255 |
QBI, LLC1 year Filed as: QBI LLC Service code 49 | Other Services | $14,304 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,987 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 · EIN 74-2794194 | Other Services | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
QBI, LLC4+ years Service code 49 · EIN 26-2768667 21031 VENTURA BLVD. · WOODLAND HILLS, CA 91364 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,977 | $73,102+24.5% | $123,544-26.4% | $56,287+61.6% |
| Participation rate | 97.1% | 74.3%+22.8pp | 82.3%+14.8pp | 69.9%+27.3pp |
| Annual return | -2.04% | 3.01%-5.0pp | 119.20%-121.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $533 | $2,977-82.1% | $4,628-88.5% | $2,111-74.8% |
| Participant deferral / active EE | $5,892 | $5,423+8.6% | $6,426-8.3% | $3,350+75.9% |
| Admin fee / account holder | $25 | $554-95.4% | $9,284-99.7% | $521-95.2% |