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 3-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 |
|---|---|---|
EDBERG & PERRY INC1+ years Filed as: EDBERG & PERRY, INC. Service code 49 · EIN 86-0738258 2155 W PINNACLE PEAK RD SUITE 120 · PHOENIX, AZ 85027 | Other Services | $11,231 |
DONALD TAYLOR1+ years Filed as: DONALD R. BAYS, CPA Service code 34 · EIN 86-0133881 2055 E WARNER ROAD SUITE 101 · TEMPE, AZ 85284 | Valuation (appraisals, etc.) | $6,600 |
Service code 10 · EIN 86-0751928 1222 E BASELINE ROAD SUITE 200 · TEMPE, AZ 85283 | Accounting | $5,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,880 | $50,464-60.6% | $75,781-73.8% | $52,331-62.0% |
| Participation rate | 95.9% | 66.8%+29.1pp | 75.8%+20.1pp | 68.1%+27.8pp |
| Annual return | 6.21% | 1.03%+5.2pp | 9.68%-3.5pp | 4.54%+1.7pp |
| Employer contribution / active EE | $342 | $1,988-82.8% | $3,323-89.7% | $1,882-81.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $92 | $1,103-91.6% | $5,299-98.3% | $592-84.4% |