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 |
|---|---|---|
Service code 26 4525 SOUTH WASATCH BLVD, SUITE 250 · SALT LAKE CITY, UT 84124 | Advisory (Participants) | $13,057 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $884 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,951 | $71,192-49.5% | $117,854-69.5% | $62,292-42.3% |
| Participation rate | 96.0% | 74.2%+21.8pp | 79.7%+16.4pp | 69.5%+26.5pp |
| Annual return | 13.42% | 18.66%-5.2pp | 335.08%-321.7pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,542 | $1,934-20.3% | $3,786-59.3% | $2,042-24.5% |
| Participant deferral / active EE | $1,885 | $3,189-40.9% | $4,482-57.9% | $3,169-40.5% |
| Admin fee / account holder | $12 | $587-98.0% | $8,020-99.9% | $479-97.5% |