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 37 · EIN 04-2647786 | Loan Processing | $248,448 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $9,450 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,584 | $87,621-66.2% | $86,436-65.8% | $77,904-62.0% |
| Participation rate | 96.0% | 85.8%+10.2pp | 80.3%+15.7pp | 73.7%+22.3pp |
| Annual return | -19.19% | -13.90%-5.3pp | 4394.89%-4414.1pp | 12.21%-31.4pp |
| Employer contribution / active EE | $2,316 | $3,474-33.3% | $3,769-38.5% | $2,848-18.7% |
| Participant deferral / active EE | $6,833 | $8,645-21.0% | $6,952-1.7% | $4,806+42.2% |
| Admin fee / account holder | $36 | $85-57.5% | $6,731-99.5% | $133-72.8% |