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 |
|---|---|---|
BOKF, NA10+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 | Custodial (other than securities) | $277,539 |
ULRICH CONSULTING GROUP10+ years Service code 28 · EIN 45-3972125 | Investment Management | $107,625 |
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $88,027 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $40,859 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $24,535 |
LAW OFFICES OF CARROLL AND SCULLY10+ years Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE SUITE 600 · ALBUQUERQUE, NM 87109 | Legal | $15,833 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $15,123 |
KELLEY LAW GROUP1 year Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $14,950 |
LETTERSTREAM3 years Service code 36 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $6,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,939 | $241,101-61.9% | $103,333-11.0% | $199,593-53.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.39% | 17.80%-6.4pp | 24.88%-13.5pp | 34.25%-22.9pp |
| Employer contribution / active EE | $8,399 | $4,244+97.9% | $3,868+117.1% | $3,034+176.8% |
| Participant deferral / active EE | $1,675 | $3,958-57.7% | $5,057-66.9% | $5,087-67.1% |
| Admin fee / account holder | $234 | $288-18.5% | $8,355-97.2% | $269-12.8% |