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 55 7333 E DOUBLETREE RANCH RD · SCOTTSDALE, AZ 85258 | Other Commissions | $10,197 |
GORFINE SCHILLER & GARDYN PA1+ years Filed as: GORFINE SCHILLER GARDYN Service code 16 · EIN 52-1231901 | Consulting | $5,000 |
PARKWOOD ASSOCIATES, INC.2+ years Service code 16 · EIN 71-0960754 | Consulting | $5,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,339 | $37,213-83.0% | $156,549-96.0% | $63,975-90.1% |
| Participation rate | 51.0% | 65.0%-14.0pp | 84.0%-33.0pp | 71.1%-20.1pp |
| Annual return | 7.00% | 47.89%-40.9pp | 32.23%-25.2pp | 48.65%-41.7pp |
| Employer contribution / active EE | $37 | $1,357-97.3% | $5,501-99.3% | $2,182-98.3% |
| Participant deferral / active EE | $91 | $2,070-95.6% | $4,871-98.1% | $3,356-97.3% |
| Admin fee / account holder | $15 | $56-72.9% | $13,027-99.9% | $70-78.3% |