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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANCIAL STERVIES Service code 15 · EIN 27-1033755 | Recordkeeping | $30,265 |
RASMUSON & COMPANY3+ years Service code 10 · EIN 46-1247632 2195 W 5400 S STE 200B · SALT LAKE CITY, UT 84124 | Accounting | $11,500 |
JDGLENN & ASSOCIATES, PC2 years Service code 13 · EIN 87-0628064 4535 S. 2300 E. STE B · SALT LAKE CITY, UT 84117 | Contract Administrator | $7,734 |
CHARLES SCHWAB & CO., INC.3+ 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 | $129,684 | $58,726+120.8% | $92,233+40.6% | $62,292+108.2% |
| Participation rate | 89.5% | 68.3%+21.1pp | 76.5%+13.0pp | 69.5%+20.0pp |
| Annual return | 18.30% | 43.62%-25.3pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $819 | $2,392-65.8% | $3,679-77.7% | $2,042-59.9% |
| Participant deferral / active EE | $2,476 | $2,766-10.5% | $3,897-36.5% | $3,169-21.9% |
| Admin fee / account holder | $152 | $556-72.6% | $5,194-97.1% | $479-68.2% |