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 |
|---|---|---|
COMPUSYS OF UTAH, INC.1+ years Service code 10 · EIN 84-0869853 | Accounting | $52,203 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 28 485 RAINIER BLVD. NORTH, SUITE 103 · ISSAQUAH, WA 98027 | Investment Management | $42,520 |
Filed as: FIRST INTERSTATE BANK Service code 15 · EIN 81-6023169 | Recordkeeping | $38,428 |
SCHOEDEL & SCHOEDEL, CPAS, PLLC1+ years Service code 10 · EIN 91-0614823 | Accounting | $11,700 |
RAEL & LETSON1+ years Filed as: RAEL & LETSON CONSULTANTS AND ACTUA Service code 16 · EIN 94-1701048 | Consulting | $9,360 |
TURNER, STOEVE & GAGLIARDI, P.S.1+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $8,433 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,302 | $80,354-46.1% | $133,980-67.7% | $63,975-32.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -3.36% | 13.11%-16.5pp | 29.30%-32.7pp | 48.65%-52.0pp |
| Employer contribution / active EE | $3,126 | $3,503-10.8% | $5,211-40.0% | $2,182+43.3% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $174 | $69+150.9% | $9,324-98.1% | $70+146.9% |