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 LLP1 year Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $11,750 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,688 | $40,174-18.6% | $84,015-61.1% | $67,579-51.6% |
| Participation rate | 20.9% | 62.7%-41.8pp | 69.0%-48.2pp | 71.3%-50.4pp |
| Annual return | 24.98% | 25.82%-0.8pp | 71.31%-46.3pp | 378.56%-353.6pp |
| Employer contribution / active EE | $206 | $808-74.5% | $1,983-89.6% | $2,148-90.4% |
| Participant deferral / active EE | $880 | $2,301-61.7% | $3,239-72.8% | $3,539-75.1% |
| Admin fee / account holder | $56 | $128-56.7% | $6,101-99.1% | $142-61.0% |