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 13 · EIN 87-0364490 7090 SOUTH UNION PARK AVE SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $46,112 |
REGENCY INVESTMENT ADVISORS2 years Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $27,434 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,723 | $99,957-74.3% | $149,696-82.8% | $73,488-65.0% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+15.0pp | 70.7%+26.8pp |
| Annual return | 8.26% | 53.87%-45.6pp | 276.60%-268.3pp | 28.51%-20.3pp |
| Employer contribution / active EE | $2,035 | $3,191-36.2% | $4,644-56.2% | $2,270-10.4% |
| Participant deferral / active EE | $2,703 | $6,073-55.5% | $6,842-60.5% | $3,740-27.7% |
| Admin fee / account holder | $331 | $551-39.8% | $9,309-96.4% | $513-35.4% |