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 27 7333 E. DOUBLETREE RANC ST 120 · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $64,980 |
COOK STREET CONSULTING1 year Filed as: COOK MARTIN POULSON, PC Service code 13 2150 S. 1300 E., SUITE 420 · SALT LAKE CITY, UT 84106 | Contract Administrator | $12,930 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,513 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,886 | $59,054-62.9% | $97,226-77.5% | $77,643-71.8% |
| Participation rate | 84.6% | 67.9%+16.7pp | 72.7%+12.0pp | 70.6%+14.1pp |
| Annual return | 14.54% | 16.96%-2.4pp | 75.13%-60.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,733 | $1,742+56.9% | $2,729+0.2% | $2,726+0.3% |
| Participant deferral / active EE | $4,565 | $3,930+16.2% | $4,264+7.1% | $4,647-1.8% |
| Admin fee / account holder | $73 | $346-78.9% | $5,654-98.7% | $430-83.0% |