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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $30,043 |
Filed as: SQUIRE & COMPANY PC Service code 10 1329 SOUTH 800 EAST · OREM, UT 84097 | Accounting | $10,000 |
PENSIONS PLUS, INC.1 year Service code 13 746 EAST WINCHESTER ST., SUITE 210 · MURRAY, UT 841078628 | Contract Administrator | $8,361 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP ROCKY MOUNTA Service code 13 P.O. BOX 651366 · SALT LAKE CITY, UT 84165 | Contract Administrator | $533 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $463 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,664 | $80,753-11.3% | $136,294-47.4% | $62,292+15.0% |
| Participation rate | 86.8% | 73.5%+13.3pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 21.43% | 35.83%-14.4pp | 5155.94%-5134.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $4,229 | $2,884+46.6% | $4,695-9.9% | $2,042+107.1% |
| Participant deferral / active EE | $5,183 | $5,164+0.4% | $6,247-17.0% | $3,169+63.6% |
| Admin fee / account holder | $70 | $525-86.7% | $9,243-99.2% | $479-85.4% |