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 |
|---|---|---|
RASMUSON & COMPANY1+ years Service code 10 · EIN 46-1247632 2195 W 5400 S STE 200B · SALT LAKE CITY, UT 84124 | Accounting | $1,050,000 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL STERVIES Service code 15 · EIN 27-1033755 | Recordkeeping | $10,580 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,670 | $50,464+117.3% | $75,781+44.7% | $52,331+109.6% |
| Participation rate | 86.7% | 66.8%+20.0pp | 75.8%+10.9pp | 68.1%+18.6pp |
| Annual return | 2.47% | 1.03%+1.4pp | 9.68%-7.2pp | 4.54%-2.1pp |
| Employer contribution / active EE | $754 | $1,988-62.1% | $3,323-77.3% | $1,882-59.9% |
| Participant deferral / active EE | $2,280 | $2,570-11.3% | $3,651-37.6% | $3,022-24.6% |
| Admin fee / account holder | $105 | $1,103-90.5% | $5,299-98.0% | $592-82.3% |