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 |
|---|---|---|
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 999 3RD AVE · SEATTLE, WA 981044057 | Accounting | $7,802 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $200 |
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 | $92,259 | $105,181-12.3% | $159,436-42.1% | $85,850+7.5% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 27.74% | 45.07%-17.3pp | 263.57%-235.8pp | 318.53%-290.8pp |
| Employer contribution / active EE | $3,846 | $3,318+15.9% | $4,829-20.4% | $2,565+49.9% |
| Participant deferral / active EE | $3,732 | $5,945-37.2% | $7,352-49.2% | $3,952-5.6% |
| Admin fee / account holder | $24 | $6,933-99.7% | $10,799-99.8% | $6,260-99.6% |