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 |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $33,803 |
Filed as: SOUTHWEST SERVICE ADMIN, INC Service code 13 · EIN 86-6084210 2550 W UNION HILLS DRIVE STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $32,092 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Consulting | $21,979 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $18,257 |
ULRICH CONSULTING GROUP8+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD NW STE 1 · ALBUQUERQUE, NM 87104 | Investment Management | $13,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $11,068 |
Filed as: JENNINGS STROUSS AND SALMON, PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON ST SUITE 1900 · PHOENIX, AZ 85004 | Legal | $8,895 |
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 | $24,377 | $106,236-77.1% | $112,228-78.3% | $64,808-62.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -13.20% | -6.02%-7.2pp | 27.45%-40.6pp | 32.82%-46.0pp |
| Employer contribution / active EE | $694 | $3,166-78.1% | $3,635-80.9% | $2,506-72.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $260 | $452-42.5% | $6,410-95.9% | $188+38.4% |