Filed January 5, 2022
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 16 · EIN 91-0189318 | Consulting | $10,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,915 |
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 | $101,726 | $75,388+34.9% | $123,544-17.7% | $55,725+82.5% |
| Participation rate | 91.4% | 75.7%+15.8pp | 82.3%+9.2pp | 70.9%+20.6pp |
| Annual return | -3.09% | 4.48%-7.6pp | 119.20%-122.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $4,712 | $3,063+53.8% | $4,628+1.8% | $2,078+126.8% |
| Participant deferral / active EE | $14,570 | $5,651+157.8% | $6,426+126.7% | $3,356+334.2% |
| Admin fee / account holder | $11 | $120-90.7% | $9,284-99.9% | $115-90.4% |