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 · EIN 86-0588303 7333 E DOUBLETREE RANCH RD, STE 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $11,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,494 | $71,192-62.8% | $117,854-77.5% | $62,292-57.5% |
| Participation rate | 62.9% | 74.2%-11.3pp | 79.7%-16.8pp | 69.5%-6.6pp |
| Annual return | 17.29% | 18.66%-1.4pp | 335.08%-317.8pp | 28.90%-11.6pp |
| Employer contribution / active EE | $790 | $1,934-59.1% | $3,786-79.1% | $2,042-61.3% |
| Participant deferral / active EE | $1,767 | $3,189-44.6% | $4,482-60.6% | $3,169-44.3% |
| Admin fee / account holder | $13 | $587-97.7% | $8,020-99.8% | $479-97.2% |