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 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $26,659 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,287 | $82,202-52.2% | $125,339-68.7% | $64,808-39.4% |
| Participation rate | 47.7% | 77.9%-30.2pp | 82.4%-34.7pp | 71.5%-23.8pp |
| Annual return | -17.86% | 3.48%-21.3pp | 572.05%-589.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,620 | $3,615-55.2% | $4,814-66.3% | $2,506-35.4% |
| Participant deferral / active EE | $3,583 | $7,175-50.1% | $7,446-51.9% | $4,310-16.9% |
| Admin fee / account holder | $237 | $163+44.9% | $10,010-97.6% | $188+25.9% |