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 |
|---|---|---|
Filed as: SOUTHWEST SERVICE ADMIN, INC Service code 13 · EIN 86-6084210 2550 W UNION HILLS DRIVE STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $29,472 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $19,709 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $18,579 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Consulting | $15,184 |
Filed as: JENNINGS STROUSS AND SALMON, PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON ST SUITE 1900 · POENIX, AZ 85004 | Legal | $10,455 |
ULRICH CONSULTING GROUP6+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD NW STE 1 · ALBEQUERQUE, NM 87104 | Investment Management | $10,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $9,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,305 | $91,517-69.1% | $101,248-72.0% | $73,409-61.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 14.49% | 17.17%-2.7pp | 46.47%-32.0pp | 59.29%-44.8pp |
| Employer contribution / active EE | $395 | $2,877-86.3% | $3,660-89.2% | $2,234-82.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $207 | $216-4.2% | $5,945-96.5% | $158+31.0% |