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 | $32,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,925 | $37,213-30.3% | $156,549-83.4% | $63,975-59.5% |
| Participation rate | 37.8% | 65.0%-27.1pp | 84.0%-46.2pp | 71.1%-33.3pp |
| Annual return | 10.14% | 47.89%-37.7pp | 32.23%-22.1pp | 48.65%-38.5pp |
| Employer contribution / active EE | $75 | $1,357-94.5% | $5,501-98.6% | $2,182-96.6% |
| Participant deferral / active EE | $2,307 | $2,070+11.4% | $4,871-52.6% | $3,356-31.3% |
| Admin fee / account holder | $5 | $56-91.1% | $13,027-100.0% | $70-92.9% |