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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 711 HIGH ST. · DES MOINES, IA 50392 | Recordkeeping | $481,877 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $114,622 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 535 MIDDLEFIELD RD · MENLO PARK, CA 94025 | Advisory (Plan) | $87,193 |
THE SEGAL COMPANY7 years Service code 17 · EIN 13-1835864 1230 W WASHINGTON STREET · TEMPE, AZ 85281 | Pension Consulting | $34,607 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 8399 E INDIAN SCHOOL RD · SCOTTSDALE, AZ 85251 | Accounting | $27,081 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $19,361 |
Filed as: INTERNATIONAL PRINTING CO Service code 36 2241 S 7TH STREET · PHOENIX, AZ 85034 | Copying and duplicating | $18,315 |
NECASTAR6 years Service code 13 · EIN 86-0140480 | Contract Administrator | $14,660 |
Filed as: RYAN RAPP PACHECO & KELLY PLC Service code 29 · EIN 86-0767091 | Legal | $11,930 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,473 | $74,831-66.0% | $96,683-73.7% | $103,482-75.4% |
| Participation rate | 80.0% | 83.1%-3.0pp | 74.3%+5.7pp | 73.3%+6.8pp |
| Annual return | 14.48% | 16.15%-1.7pp | 35.69%-21.2pp | 33.11%-18.6pp |
| Employer contribution / active EE | $1,769 | $3,888-54.5% | $3,737-52.6% | $3,208-44.8% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $175 | $130+34.6% | $6,730-97.4% | $114+53.4% |