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) | $40,615 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,874 | $47,126+46.1% | $149,673-54.0% | $74,419-7.5% |
| Participation rate | 68.2% | 63.4%+4.8pp | 78.8%-10.5pp | 70.7%-2.5pp |
| Annual return | 18.49% | 22.75%-4.3pp | 134.42%-115.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $931 | $1,905-51.2% | $4,818-80.7% | $2,637-64.7% |
| Participant deferral / active EE | $7,435 | $2,728+172.5% | $5,680+30.9% | $4,528+64.2% |
| Admin fee / account holder | $311 | $343-9.1% | $13,210-97.6% | $348-10.5% |