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 |
|---|---|---|
TWIN CAPITAL MANAGEMENT10+ years Filed as: TWIN PEAKS WEALTH MANAGEMENT LLC Service code 27 1400 FOOTHILL DRIVE · SALT LAKE CITY, UT 84108 | Advisory (Plan) | $53,825 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $22,912 |
DWC - THE 401(K) EXPERTS4 years Filed as: DWC THE 401(K) EXPERST Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $15,435 |
LARSON & COMPANY, PC2 years Filed as: LARSON & CO Service code 13 11240 S RIVER HEIGHTS DRIVE · SOUTH JORDAN, UT 84095 | Contract Administrator | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,534 | $101,499-17.7% | $147,005-43.2% | $74,546+12.1% |
| Participation rate | 91.8% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.6pp |
| Annual return | 16.19% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $1,595 | $3,811-58.1% | $4,934-67.7% | $2,624-39.2% |
| Participant deferral / active EE | $7,636 | $7,304+4.5% | $8,070-5.4% | $4,347+75.7% |
| Admin fee / account holder | $429 | $1,748-75.4% | $13,006-96.7% | $1,944-77.9% |