See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 18 4568 E CAMP LOWELL · TUCSON, AZ 85712 | Custodial (other than securities) | $5,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,466 | $61,156-68.2% | $185,823-89.5% | $79,386-75.5% |
| Participation rate | 28.9% | 66.6%-37.7pp | 81.7%-52.8pp | 70.7%-41.8pp |
| Annual return | 13.03% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $31 | $2,321-98.7% | $5,167-99.4% | $2,427-98.7% |
| Participant deferral / active EE | $1,144 | $2,789-59.0% | $5,568-79.5% | $4,046-71.7% |
| Admin fee / account holder | $89 | $710-87.4% | $16,237-99.4% | $626-85.7% |