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 |
|---|---|---|
TREK FINANCIAL LLC1 year Service code 99 · EIN 82-3738447 | Other Fees | $47,836 |
Service code 99 · EIN 68-0567456 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $18,558 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,770 | $61,272+110.2% | $149,673-14.0% | $71,457+80.2% |
| Participation rate | 98.9% | 62.5%+36.4pp | 78.8%+20.1pp | 67.9%+31.0pp |
| Annual return | 17.35% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $6,010 | $2,378+152.7% | $4,818+24.8% | $2,588+132.3% |
| Participant deferral / active EE | $4,908 | $2,917+68.2% | $5,680-13.6% | $4,289+14.4% |
| Admin fee / account holder | $443 | $1,261-64.8% | $13,210-96.6% | $1,587-72.1% |