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 |
|---|---|---|
Filed as: LEWIS ROCA Service code 29 · EIN 86-0095078 | Legal | $29,440 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$69 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,797 | $65,557+55.3% | $64,056+58.9% | $71,457+42.5% |
| Participation rate | 42.9% | 73.2%-30.2pp | 72.3%-29.4pp | 67.9%-25.0pp |
| Annual return | 14.34% | 18.94%-4.6pp | 33.69%-19.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,589 | $2,669-40.5% | $2,747-42.2% | $2,588-38.6% |
| Participant deferral / active EE | $2,830 | $3,626-21.9% | $3,880-27.1% | $4,289-34.0% |
| Admin fee / account holder | $272 | $616-55.8% | $3,068-91.1% | $1,587-82.9% |