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 LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 999 3RD AVE · SEATTLE, WA 981044057 | Accounting | $12,600 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,326 | $84,487-6.1% | $125,339-36.7% | $66,914+18.5% |
| Participation rate | 90.2% | 76.4%+13.8pp | 82.4%+7.8pp | 69.8%+20.4pp |
| Annual return | -15.38% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,448 | $3,553-3.0% | $4,814-28.4% | $2,544+35.5% |
| Participant deferral / active EE | $3,344 | $6,781-50.7% | $7,446-55.1% | $4,237-21.1% |
| Admin fee / account holder | $36 | $685-94.7% | $10,010-99.6% | $593-93.9% |