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 7-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 29 ONE EAST WASHINGTON STREET · PHOENIX, AZ 850042554 | Legal | $7,092 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,013 | $65,395-80.1% | $182,532-92.9% | $72,985-82.2% |
| Participation rate | 98.0% | 65.4%+32.5pp | 78.0%+20.0pp | 69.5%+28.5pp |
| Annual return | 42.73% | 27.68%+15.0pp | 148.54%-105.8pp | 81.00%-38.3pp |
| Employer contribution / active EE | $130 | $1,911-93.2% | $4,076-96.8% | $2,440-94.7% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $55 | $4,245-98.7% | $8,592-99.4% | $5,124-98.9% |