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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.5+ years Filed as: COMPUSYS OF UTAH Service code 12 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84130 | Claims processing; Recordkeeping and ... | $176,996 |
Filed as: MONDRESS MONACO PARR LOCKWOOD Service code 29 · EIN 91-1917286 2101 FOURTH AVE STE 2170 · SEATTLE, WA 98121 | Legal | $31,157 |
HAYNIE & COMPANY3 years Service code 10 · EIN 87-0328572 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $30,749 |
NEPC, LLC5+ years Service code 29 6332 S RAINBOW BLVD S105 · LAS VEGAS, NV 89118 | Legal | $25,571 |
AUDIT SERVICES, INC.5+ years Service code 10 · EIN 81-0411241 PO BOX 5434 · SPOKANE, WA 99205 | Accounting | $13,409 |
RAEL & LETSON5+ years Service code 16 · EIN 94-1701048 5910 S UNIVERSITY BLVD · GREENWOOD VILLAGE, CO 80121 | Consulting | $11,400 |
KENNETH RYAN4 years Filed as: KENNETH B. GRIMES, P.C. Service code 29 142 E 200 S STE 312 · SALT LAKE CITY, UT 84111 | Legal | $5,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,438 | $95,776-73.4% | $162,163-84.3% | $77,787-67.3% |
| Participation rate | 0.0% | 88.6%-88.6pp | 87.6%-87.6pp | 73.2%-73.2pp |
| Annual return | 18.78% | 37.03%-18.3pp | 115.59%-96.8pp | 32.57%-13.8pp |
| Employer contribution / active EE | $4,572 | $3,874+18.0% | $5,614-18.6% | $2,504+82.6% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $125 | $88+42.1% | $10,843-98.9% | $100+24.5% |