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 |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Recordkeeping | $99,181 |
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 13 · EIN 86-0785790 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Contract Administrator | $12,292 |
WALKER & VAN HEIJENOORT1 year Filed as: WALKER AND VAN HEIJENOORT Service code 29 · EIN 85-0369189 4263 MONTGOMERY BLVD NE #230A · ALBUQUERQUE, NM 87109 | Legal | $11,276 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,428 | $43,999-46.8% | $79,464-70.5% | $55,725-58.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 10.56% | 1.81%+8.7pp | 718.14%-707.6pp | 244.93%-234.4pp |
| Employer contribution / active EE | $730 | $1,830-60.1% | $2,800-73.9% | $2,078-64.9% |
| Participant deferral / active EE | $939 | $2,538-63.0% | $3,704-74.6% | $3,356-72.0% |
| Admin fee / account holder | $243 | $118+107.0% | $5,113-95.2% | $115+111.2% |