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 6-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 13 7240 S HIGHLAND DR STE 202 · COTTONWOOD HEIGHTS, UT 84121 | Contract Administrator | $3,580 |
NOVA 401(K) ASSOCIATES2 years Service code 99 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Other Fees | $998 |
Filed as: PRISMHR RETIREMENT SERVICES, LLC Service code 13 PO BOX 7157 · SALT LAKE CITY UT, UT 84171 | Contract Administrator | $775 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,610 | $81,625-18.4% | $167,512-60.2% | $74,304-10.4% |
| Participation rate | 100.0% | 60.0%+40.0pp | 77.1%+22.9pp | 60.3%+39.7pp |
| Annual return | 17.24% | 26.09%-8.9pp | 1615.79%-1598.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,634 | $2,010+31.0% | $3,882-32.1% | $2,241+17.5% |
| Participant deferral / active EE | $4,574 | $4,115+11.2% | $6,405-28.6% | $3,767+21.4% |
| Admin fee / account holder | $16 | $3,474-99.6% | $9,769-99.8% | $2,969-99.5% |