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.2+ years Service code 10 · EIN 84-0869853 | Accounting | $52,910 |
Filed as: FIRST INTERSTATE BANK Service code 15 · EIN 81-6023169 | Recordkeeping | $40,149 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 28 485 RAINIER BLVD. NORTH, SUITE 103 · ISSAQUAH, WA 98027 | Investment Management | $31,987 |
SCHOEDEL & SCHOEDEL, CPAS, PLLC2+ years Service code 10 · EIN 91-0614823 | Accounting | $12,000 |
RAEL & LETSON2+ years Filed as: RAEL & LETSON CONSULTANTS AND ACTUA Service code 16 · EIN 94-1701048 | Consulting | $9,360 |
TURNER, STOEVE & GAGLIARDI, P.S.2+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $8,910 |
AUDIT SERVICES, INC.1 year Service code 10 · EIN 81-0411241 | Accounting | $5,303 |
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 | $49,712 | $89,274-44.3% | $149,718-66.8% | $77,958-36.2% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 12.87% | 20.36%-7.5pp | 1501.63%-1488.8pp | 20.87%-8.0pp |
| Employer contribution / active EE | $2,948 | $3,727-20.9% | $5,445-45.9% | $2,310+27.6% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $162 | $240-32.5% | $11,283-98.6% | $97+66.4% |