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: ARNOLD, NEWBOLD, SOLLARS & HOLLINS, Service code 29 · EIN 43-6098247 | Legal | $27,182 |
Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $25,573 |
EKON BENEFITS4+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $21,789 |
COMPUSYS OF UTAH, INC.1 year Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 | Contract Administrator | $19,127 |
NOVAK BIRKS, P.C.1 year Filed as: NOVAK BIRKS Service code 10 · EIN 43-1122456 | Accounting | $12,000 |
Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $8,968 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES CONSULTING Service code 26 · EIN 36-3485298 | Advisory (Participants) | $5,583 |
Annual investment return 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 | $34,929 | $66,601-47.6% | $92,893-62.4% | $67,579-48.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 3.65% | 92.58%-88.9pp | 109.41%-105.8pp | 378.56%-374.9pp |
| Employer contribution / active EE | $3,095 | $2,775+11.5% | $3,653-15.3% | $2,148+44.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $116 | $199-41.6% | $5,794-98.0% | $142-18.4% |