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 9-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 27 7333 E DOUBLETREE RANCH ST 120 · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $23,666 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Contract Administrator | $8,159 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,949 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,190 | $62,127-59.5% | $81,382-69.0% | $74,495-66.2% |
| Participation rate | 94.6% | 64.0%+30.5pp | 69.5%+25.1pp | 67.2%+27.4pp |
| Annual return | 10.89% | 16.48%-5.6pp | 24.73%-13.8pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,690 | $1,882+42.9% | $2,463+9.2% | $2,623+2.6% |
| Participant deferral / active EE | $3,082 | $3,229-4.6% | $3,883-20.6% | $4,346-29.1% |
| Admin fee / account holder | $100 | $1,934-94.8% | $5,768-98.3% | $1,942-94.8% |