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 |
|---|---|---|
Service code 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $56,603 |
Service code 27 · EIN 26-3377874 7098 E COCHISE ROAD UNIT 222 · SCOTTSDALE, AZ 85253 | Advisory (Plan) | $50,469 |
M.S. HOWELLS & CO4 years Service code 22 · EIN 86-0988422 23350 N PIMA ROAD · SCOTTSDALE, AZ 85255 | Insurance Broker | $0 |
Participant 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 | $23,289 | $43,709-46.7% | $61,491-62.1% | $64,808-64.1% |
| Participation rate | 95.9% | 69.2%+26.7pp | 79.3%+16.6pp | 71.5%+24.4pp |
| Annual return | -14.96% | -9.98%-5.0pp | -12.98%-2.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,320 | $2,113+9.8% | $4,246-45.4% | $2,506-7.4% |
| Participant deferral / active EE | $552 | $3,022-81.7% | $5,188-89.4% | $4,310-87.2% |
| Admin fee / account holder | $166 | $131+26.4% | $4,312-96.2% | $188-11.7% |