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 |
|---|---|---|
COMPUSYS OF UTAH, INC.2+ years Filed as: COMPUSYS, INC Service code 13 · EIN 85-0203669 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $49,245 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85281 | Actuarial | $43,889 |
EATON VANCE2+ years Service code 27 · EIN 04-3101134 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Advisory (Plan) | $18,839 |
UBS FINANCIAL SERVICES INC2+ years Filed as: USB FINANCIAL SERVICES Service code 28 · EIN 13-2638166 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Investment Management | $18,736 |
WALKER & VAN HEIJENOORT2+ years Filed as: WALKER & VAN HEIJNOORT Service code 29 · EIN 85-0365189 4263 MONTGOMERY BLVD NE · ALBUQUERQUE, NM 87109 | Legal | $16,447 |
WEDGEWOOD PARTNERS INC2+ years Filed as: WEDGEWOOD Service code 27 · EIN 43-1468106 1330 SAN PEDRO NE STE 105-A · ALBUQUERQUE, NM 87192 | Advisory (Plan) | $12,215 |
EAGLE GLOBAL1 year Service code 27 · EIN 76-0518446 5847 SAN FELIPE SUITE 930 · HOUSTON, TX 77057 | Advisory (Plan) | $8,458 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 1330 SAN PEDRO NE STE 105-A · ALBUQUERQUE, NM 87192 | Advisory (Plan) | $8,386 |
FINDELL & COMPANY, P.C.2+ years Filed as: FINDELL & COMPANY, PC Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $7,855 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $53,889-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | 0.0%0pp |
| Annual return | 8.85% | 11.65%-2.8pp | 11.50%-2.6pp | 11.65%-2.8pp |
| Employer contribution / active EE | $4,184 | $12,483-66.5% | $8,788-52.4% | $12,483-66.5% |
| Participant deferral / active EE | $0 | $208-100.0% | $2,328-100.0% | $208-100.0% |
| Admin fee / account holder | $0 | $0 | $2,315-100.0% | - |