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 |
|---|---|---|
WESTWIND CONCEPTS1 year Filed as: WESTWIND CAPITAL INC. Service code 26 · EIN 85-0408533 1800 SOUTH TELSHOR BLVD · LAS CRUCES, NM 88011 | Advisory (Participants) | $22,226 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE SUITE 100 · ALBUQUERQUE, NM 87110 | Other fees; Claims processing; Partic... | $2,360 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,206 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,689 | $59,417-14.7% | $93,606-45.8% | $74,495-32.0% |
| Participation rate | 81.7% | 59.7%+22.0pp | 68.7%+12.9pp | 67.2%+14.5pp |
| Annual return | 10.99% | 81.83%-70.8pp | 133.20%-122.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,994 | $1,264+57.8% | $2,420-17.6% | $2,623-24.0% |
| Participant deferral / active EE | $3,272 | $3,050+7.3% | $4,411-25.8% | $4,346-24.7% |
| Admin fee / account holder | $342 | $3,021-88.7% | $8,285-95.9% | $1,942-82.4% |