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) | $30,068 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,610 | $95,274-43.7% | $135,903-60.6% | $74,419-28.0% |
| Participation rate | 47.4% | 78.2%-30.8pp | 81.9%-34.5pp | 70.7%-23.3pp |
| Annual return | 24.62% | 32.77%-8.1pp | 68.23%-43.6pp | 34.38%-9.8pp |
| Employer contribution / active EE | $1,832 | $3,874-52.7% | $4,856-62.3% | $2,637-30.5% |
| Participant deferral / active EE | $4,105 | $7,782-47.3% | $7,758-47.1% | $4,528-9.4% |
| Admin fee / account holder | $260 | $266-2.4% | $10,762-97.6% | $348-25.3% |