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 55 7333 E DOUBLETREE RANCH ST. 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $95,220 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,770 |
CHARLES SCHWAB & CO., INC.2 years Service code 27 | Advisory (Plan) | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB AND CO., INC. Service code 27 | Advisory (Plan) | $0 |
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 | $86,913 | $52,293+66.2% | $178,490-51.3% | $73,409+18.4% |
| Participation rate | 97.5% | 65.3%+32.2pp | 81.9%+15.6pp | 72.2%+25.3pp |
| Annual return | 14.64% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $4,063 | $1,735+134.1% | $5,011-18.9% | $2,234+81.9% |
| Participant deferral / active EE | $5,778 | $2,332+147.7% | $5,202+11.1% | $3,805+51.8% |
| Admin fee / account holder | $22 | $127-82.9% | $13,984-99.8% | $158-86.2% |