See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 945964061 | Investment Mgmt Fees | $125,959 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 2049 CENTURY PARK EAST, 18TH FLOOR · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $50,976 |
SSA P.C.3+ years Service code 10 · EIN 84-0676265 3355 AMERICAN DRIVE · COLORADO SPRINGS, CO 80917 | Accounting | $28,805 |
VERUS3+ years Service code 27 · EIN 91-1320111 999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $26,750 |
US BANK3+ years Service code 19 · EIN 93-6157747 170 SOUTH MAIN, SUITE 600 · SALT LAKE CITY, UT 84101 | Securities Custodian | $25,688 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON STREET, STE 501 · TEMPE, AZ 85281 | Actuarial | $20,125 |
COMPUSYS OF UTAH, INC.3+ years Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Contract Administrator | $16,844 |
RYAN RAPP & UNDERWOOD2+ years Filed as: RYAN RAPP & UNDERWOOD PLC Service code 29 · EIN 86-0767091 3200 NORTH CENTRAL AVENUE, SUITE 16 · PHOENIX, AZ 85012 | Legal | $5,028 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,879-100.0% | $149,718-100.0% | - |
| Participation rate | 0.0% | 82.4%-82.4pp | 87.1%-87.1pp | - |
| Annual return | 11.09% | 8.05%+3.0pp | 1501.63%-1490.5pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,445-100.0% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,569-100.0% | - |
| Admin fee / account holder | $0 | $11,107-100.0% | $11,283-100.0% | - |