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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $17,596 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,970 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,782 | $45,000-53.8% | $143,757-85.5% | $77,904-73.3% |
| Participation rate | 39.6% | 66.8%-27.2pp | 80.3%-40.7pp | 73.7%-34.1pp |
| Annual return | -14.35% | 29.03%-43.4pp | -0.04%-14.3pp | 12.21%-26.6pp |
| Employer contribution / active EE | $217 | $1,870-88.4% | $4,951-95.6% | $2,848-92.4% |
| Participant deferral / active EE | $1,142 | $3,157-63.8% | $5,637-79.7% | $4,806-76.2% |
| Admin fee / account holder | $125 | $98+27.5% | $14,673-99.1% | $133-5.3% |