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 7-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 18 4568 E CAMP LOWELL · TUCSON, AZ 85712 | Custodial (other than securities) | $5,992 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,352 | $65,061-77.9% | $143,757-90.0% | $66,914-78.6% |
| Participation rate | 31.0% | 65.2%-34.2pp | 80.3%-49.3pp | 69.8%-38.8pp |
| Annual return | -14.74% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $28 | $2,361-98.8% | $4,951-99.4% | $2,544-98.9% |
| Participant deferral / active EE | $1,210 | $2,919-58.5% | $5,637-78.5% | $4,237-71.4% |
| Admin fee / account holder | $88 | $502-82.5% | $14,673-99.4% | $593-85.2% |