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 | $108,078 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $88,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,027 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,089 | $57,108+92.8% | $94,224+16.8% | $52,331+110.4% |
| Participation rate | 80.1% | 72.9%+7.2pp | 78.8%+1.3pp | 68.1%+12.0pp |
| Annual return | 0.54% | 1.47%-0.9pp | 10.68%-10.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,557 | $1,735+47.3% | $3,587-28.7% | $1,882+35.9% |
| Participant deferral / active EE | $4,962 | $3,040+63.2% | $4,320+14.8% | $3,022+64.2% |
| Admin fee / account holder | $7 | $546-98.8% | $6,269-99.9% | $592-98.9% |