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 10-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 |
|---|---|---|
LPL FINANCIAL2 years Service code 26 3101 N CENTRAL AVE · PHOENIX, AZ 85012 | Advisory (Participants) | $34,157 |
SUNWEST PENSIONS2 years Service code 13 · EIN 86-0922116 P.O. BOX 7850 · TEMPE, AZ 85281 | Contract Administrator | $7,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,139 | $63,745-18.2% | $98,442-47.0% | $79,386-34.3% |
| Participation rate | 49.1% | 69.9%-20.8pp | 73.3%-24.2pp | 70.7%-21.6pp |
| Annual return | 14.48% | 625.80%-611.3pp | 1492.73%-1478.2pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,135 | $2,557-55.6% | $2,960-61.7% | $2,427-53.2% |
| Participant deferral / active EE | $2,009 | $3,303-39.2% | $4,276-53.0% | $4,046-50.3% |
| Admin fee / account holder | $290 | $516-43.8% | $5,949-95.1% | $626-53.7% |