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 |
|---|---|---|
ALTA CAPITAL MANAGEMENT1 year Filed as: ALTA CAPITAL MANAGEMENT, LLC Service code 19 6440 SOUTH WASATCH BLVD. · SALT LAKE CITY, UT 84121 | Securities Custodian | $23,108 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,076 | $58,726-43.7% | $92,233-64.1% | $62,292-46.9% |
| Participation rate | 90.5% | 68.3%+22.1pp | 76.5%+14.0pp | 69.5%+21.0pp |
| Annual return | 17.61% | 43.62%-26.0pp | 176.28%-158.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $3,238 | $2,392+35.4% | $3,679-12.0% | $2,042+58.5% |
| Participant deferral / active EE | $1,432 | $2,766-48.2% | $3,897-63.2% | $3,169-54.8% |
| Admin fee / account holder | $217 | $556-61.0% | $5,194-95.8% | $479-54.8% |