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 year Service code 49 · EIN 86-0738258 2155 W PINNACLE PEAK RD · PHOENIX, AZ 85027 | Other Services | $17,767 |
JAMES A. REICHERT1 year Filed as: JAMES ANDERSON, CPA Service code 34 3420 E SHEA BLVD · PHOENIX, AZ 85028 | Valuation (appraisals, etc.) | $14,400 |
Service code 10 · EIN 86-0751928 1222 E BASELINE RD · TEMPE, AZ 85283 | Accounting | $5,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,169 | $52,884-67.5% | $84,750-79.7% | $55,167-68.9% |
| Participation rate | 93.8% | 67.5%+26.2pp | 76.6%+17.2pp | 69.0%+24.8pp |
| Annual return | 9.00% | 18.03%-9.0pp | 22.78%-13.8pp | 169.23%-160.2pp |
| Employer contribution / active EE | $16 | $2,233-99.3% | $3,574-99.6% | $1,963-99.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $141 | $581-75.8% | $5,332-97.4% | $504-72.1% |