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 6-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 |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,239 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,920 | $101,317+31.2% | $146,958-9.6% | $74,495+78.4% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 15.14% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $998 | $3,810-73.8% | $4,933-79.8% | $2,623-61.9% |
| Participant deferral / active EE | $11,740 | $7,303+60.8% | $8,070+45.5% | $4,346+170.1% |
| Admin fee / account holder | $95 | $1,739-94.6% | $12,998-99.3% | $1,942-95.1% |