See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARNOLD, NEWBOLD, SOLLARS & HOLLINS, Service code 29 · EIN 43-1174269 | Legal | $39,084 |
EKON BENEFITS6+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $29,173 |
COMPUSYS OF UTAH, INC.3 years Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 | Contract Administrator | $28,800 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $15,475 |
Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $14,940 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES CONSULTING Service code 26 · EIN 36-3485298 | Advisory (Participants) | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,743 | $88,770-50.7% | $109,143-59.9% | $93,030-53.0% |
| Participation rate | 92.1% | 81.5%+10.6pp | 75.9%+16.2pp | 73.9%+18.2pp |
| Annual return | 20.94% | 60.64%-39.7pp | 25.75%-4.8pp | 158.70%-137.8pp |
| Employer contribution / active EE | $2,983 | $3,780-21.1% | $3,722-19.9% | $2,706+10.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $118 | $172-31.5% | $6,752-98.3% | $152-22.2% |