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 LLC2 years Service code 99 · EIN 82-3738447 | Other Fees | $48,076 |
Service code 99 · EIN 68-0567456 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $22,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,396 | $55,415+144.3% | $155,509-12.9% | $74,495+81.8% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.3pp | 67.2%+32.2pp |
| Annual return | 15.25% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $6,765 | $2,267+198.4% | $4,672+44.8% | $2,623+157.9% |
| Participant deferral / active EE | $5,697 | $2,836+100.9% | $5,626+1.3% | $4,346+31.1% |
| Admin fee / account holder | $376 | $1,738-78.3% | $15,912-97.6% | $1,942-80.6% |