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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC INCOME GROUP9 years Service code 27 · EIN 90-0802002 2330 W. RAY RD., #3 · CHANDLER, AZ 85224 | Advisory (Plan) | $27,175 |
NATIONWIDE10+ years Service code 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $26,582 |
NORTON ROSE FULBRIGHT9 years Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $4,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,914 | $54,558+26.3% | $76,002-9.3% | $74,546-7.6% |
| Participation rate | 46.8% | 60.3%-13.5pp | 69.1%-22.3pp | 67.2%-20.4pp |
| Annual return | 16.56% | 31.83%-15.3pp | 360.07%-343.5pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $2,180 | $1,778+22.6% | $2,688-18.9% | $2,624-16.9% |
| Participant deferral / active EE | $3,105 | $3,065+1.3% | $4,257-27.0% | $4,347-28.6% |
| Admin fee / account holder | $247 | $2,232-88.9% | $6,414-96.1% | $1,944-87.3% |