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+ years Service code 14 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Plan Administrator | $12,580 |
Service code 15 · EIN 01-0233346 P.O. BOX 0600 · BUFFALO, NY 142010600 | Recordkeeping | $10,404 |
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 | $33,148 | $30,979+7.0% | $67,711-51.0% | $59,188-44.0% |
| Participation rate | 99.8% | 40.5%+59.3pp | 67.5%+32.3pp | 69.4%+30.4pp |
| Annual return | -0.54% | -1.74%+1.2pp | 25.41%-25.9pp | 5.51%-6.0pp |
| Employer contribution / active EE | $1,256 | $807+55.6% | $2,559-50.9% | $2,098-40.1% |
| Participant deferral / active EE | $2,715 | $1,603+69.4% | $3,585-24.3% | $3,265-16.8% |
| Admin fee / account holder | $26 | $81-67.9% | $4,255-99.4% | $92-71.8% |