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 43-1174269 | Legal | $42,326 |
COMPUSYS OF UTAH, INC.4 years Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 | Contract Administrator | $31,021 |
Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $19,984 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $16,430 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES CONSULTING Service code 26 · EIN 36-3485298 | Advisory (Participants) | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,143 | $76,774-45.1% | $112,228-62.4% | $77,904-45.9% |
| Participation rate | 90.7% | 80.2%+10.6pp | 75.1%+15.7pp | 73.7%+17.0pp |
| Annual return | -9.08% | -10.25%+1.2pp | 27.45%-36.5pp | 12.21%-21.3pp |
| Employer contribution / active EE | $3,642 | $3,977-8.4% | $3,635+0.2% | $2,848+27.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $120 | $239-49.7% | $6,410-98.1% | $133-9.2% |