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 3-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 |
|---|---|---|
Filed as: JUSTIN POORE Service code 27 · EIN 93-0987232 20 EAST THOMAS ROAD SUITE 2000 · PHOENIX, AR 85012 | Advisory (Plan) | $10,801 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,125 | $52,406-80.7% | $129,207-92.2% | $74,495-86.4% |
| Participation rate | 95.0% | 53.8%+41.2pp | 69.6%+25.4pp | 67.2%+27.8pp |
| Annual return | 12.15% | 15.66%-3.5pp | 9417.33%-9405.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,494 | $1,531-2.4% | $4,153-64.0% | $2,623-43.0% |
| Participant deferral / active EE | $2,915 | $2,794+4.3% | $4,168-30.1% | $4,346-32.9% |
| Admin fee / account holder | $87 | $2,633-96.7% | $7,715-98.9% | $1,942-95.5% |