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 FINANCIAL3 years Service code 26 3101 N CENTRAL AVE · PHOENIX, AZ 85012 | Advisory (Participants) | $33,679 |
SUNWEST PENSIONS3 years Service code 13 · EIN 86-0922116 P.O. BOX 7850 · TEMPE, AZ 85281 | Contract Administrator | $9,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,341 | $51,197-25.1% | $82,719-53.6% | $66,914-42.7% |
| Participation rate | 56.9% | 67.8%-10.9pp | 72.6%-15.6pp | 69.8%-12.9pp |
| Annual return | -20.26% | -9.64%-10.6pp | 701.18%-721.4pp | 1.58%-21.8pp |
| Employer contribution / active EE | $1,359 | $2,611-47.9% | $3,009-54.8% | $2,544-46.6% |
| Participant deferral / active EE | $2,575 | $3,458-25.5% | $4,395-41.4% | $4,237-39.2% |
| Admin fee / account holder | $250 | $416-39.8% | $5,329-95.3% | $593-57.8% |