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 |
|---|---|---|
COMPUSYS OF UTAH, INC.7+ years Filed as: COMPUSYS OF UTAH Service code 12 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84130 | Recordkeeping and information managem... | $186,370 |
Filed as: MONDRESS MONACO PARR LOCKWOOD Service code 29 · EIN 91-1917286 2101 FOURTH AVE STE 2170 · SEATTLE, WA 98121 | Legal | $63,701 |
NEPC, LLC7+ years Service code 29 6332 S RAINBOW BLVD S105 · LAS VEGAS, NV 89118 | Legal | $27,270 |
HAYNIE & COMPANY5 years Service code 10 · EIN 87-0328572 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $25,650 |
RAEL & LETSON7+ years Service code 16 · EIN 94-1701048 5910 S UNIVERSITY BLVD · GREENWOOD VILLAGE, CO 80121 | Consulting | $13,004 |
DEBOER & ASSOCIATES, PC2 years Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 17330 WRIGHT ST STE 100 · OMAHA, NE 681302157 | Accounting | $9,853 |
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 | $27,413 | $118,337-76.8% | $189,513-85.5% | $93,030-70.5% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 10.65% | 21.77%-11.1pp | 555.15%-544.5pp | 158.70%-148.1pp |
| Employer contribution / active EE | $4,961 | $4,204+18.0% | $6,162-19.5% | $2,706+83.4% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $137 | $100+37.8% | $12,045-98.9% | $152-9.4% |