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 |
|---|---|---|
EKON BENEFITS8+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $84,733 |
COMPUSYS OF UTAH, INC.1 year Filed as: COMPUSYS OF UTAH, INC Service code 15 · EIN 84-0869853 | Recordkeeping | $33,252 |
Service code 29 · EIN 43-1174269 | Legal | $32,834 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,385 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 10 · EIN 43-1244218 | Accounting | $16,423 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $7,500 |
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 | $38,654 | $88,480-56.3% | $96,683-60.0% | $80,160-51.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 6.82% | 22.53%-15.7pp | 35.69%-28.9pp | 40.38%-33.6pp |
| Employer contribution / active EE | $3,911 | $4,176-6.4% | $3,737+4.7% | $2,978+31.3% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $164 | $212-22.5% | $6,730-97.6% | $145+13.2% |