See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 02-0793956 2595 EAST 3300 SOUTH · SALT LAKE CITY, UT 84109 | Accounting | $19,636 |
Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $19,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,323 | $52,670-57.6% | $90,404-75.3% | $73,409-69.6% |
| Participation rate | 67.8% | 67.7%+0.1pp | 72.7%-4.9pp | 72.2%-4.4pp |
| Annual return | 13.72% | 20.70%-7.0pp | 1293.02%-1279.3pp | 59.29%-45.6pp |
| Employer contribution / active EE | $605 | $1,872-67.7% | $3,262-81.5% | $2,234-72.9% |
| Participant deferral / active EE | $1,611 | $2,807-42.6% | $3,963-59.3% | $3,805-57.7% |
| Admin fee / account holder | $132 | $117+13.3% | $5,611-97.6% | $158-16.2% |