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 |
|---|---|---|
LPL FINANCIAL1 year Service code 26 3101 N CENTRAL AVE · PHOENIX, AZ 85012 | Advisory (Participants) | $25,184 |
SUNWEST PENSIONS1 year Service code 13 · EIN 86-0922116 P.O. BOX 7850 · TEMPE, AZ 85281 | Contract Administrator | $6,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,380 | $66,124-17.8% | $90,404-39.8% | $73,488-26.0% |
| Participation rate | 46.2% | 69.7%-23.4pp | 72.7%-26.5pp | 70.7%-24.4pp |
| Annual return | 22.97% | 17.65%+5.3pp | 1293.02%-1270.0pp | 28.51%-5.5pp |
| Employer contribution / active EE | $1,031 | $2,346-56.1% | $3,262-68.4% | $2,270-54.6% |
| Participant deferral / active EE | $1,983 | $3,039-34.7% | $3,963-50.0% | $3,740-47.0% |
| Admin fee / account holder | $272 | $396-31.3% | $5,611-95.2% | $513-47.0% |