See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $36,892 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,377 |
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 | $57,262 | $46,292+23.7% | $143,757-60.2% | $64,808-11.6% |
| Participation rate | 67.1% | 64.2%+2.9pp | 80.3%-13.2pp | 71.5%-4.3pp |
| Annual return | -16.66% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $911 | $1,910-52.3% | $4,951-81.6% | $2,506-63.6% |
| Participant deferral / active EE | $7,288 | $2,646+175.5% | $5,637+29.3% | $4,310+69.1% |
| Admin fee / account holder | $272 | $154+76.7% | $14,673-98.1% | $188+44.7% |