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 |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS7+ years Service code 13 · EIN 86-0785790 PO BOX 43170 · PHOENIX, AZ 85080 | Contract Administrator | $72,066 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 | Actuarial | $70,897 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT Service code 23 · EIN 48-0619194 333 W 34TH STREET · NEW YORK, NY 10001 | Insurance services | $14,652 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $14,533 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $11,000 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF ARIZONA Service code 19 6001 N 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $10,724 |
THE GRAPHICS SOURCE1 year Filed as: J&R GRAPHICS Service code 36 638 W INDIAN SCHOOL RD · PHOENIX, AZ 85013 | Copying and duplicating | $9,602 |
RYAN RAPP & UNDERWOOD2 years Filed as: RYAN RAPP UNDERWOOD & PACHECO PLC Service code 29 · EIN 86-0767091 | Legal | $5,808 |
See 1 actuary disclosure. $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.
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 | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.78% | -8.26%-2.5pp | -5.84%-4.9pp | 2.77%-13.5pp |
| Employer contribution / active EE | $2,632 | $12,543-79.0% | $31,839-91.7% | $15,262-82.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |