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 |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $14,626 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,757 | $52,293-54.6% | $178,490-86.7% | $73,409-67.6% |
| Participation rate | 49.3% | 65.3%-16.0pp | 81.9%-32.6pp | 72.2%-22.9pp |
| Annual return | 17.48% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $228 | $1,735-86.9% | $5,011-95.4% | $2,234-89.8% |
| Participant deferral / active EE | $1,171 | $2,332-49.8% | $5,202-77.5% | $3,805-69.2% |
| Admin fee / account holder | $139 | $127+9.0% | $13,984-99.0% | $158-12.1% |