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 8-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 |
|---|---|---|
Service code 27 1935 E VINE ST, STE 120 · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $44,669 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $603,601 | $55,472+988.1% | $155,567+288.0% | $74,546+709.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.36% | 268.72%-252.4pp | 64.74%-48.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $37,881 | $2,269+1569.6% | $4,674+710.4% | $2,624+1343.4% |
| Participant deferral / active EE | $7,112 | $2,838+150.6% | $5,628+26.4% | $4,347+63.6% |
| Admin fee / account holder | $454 | $1,743-74.0% | $15,916-97.2% | $1,944-76.7% |