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 LLP4+ years Filed as: MOSS ADAMS Service code 34 · EIN 91-0189318 999 THIRD AVENUE SUITE 2800 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $18,873 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 4505 STEPHEN CIRCLE NW SUITE 200 · CANTON, OH 44718 | Accounting | $7,820 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,354 | $66,302+381.7% | $110,238+189.7% | $56,287+467.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 20.12% | -1.18%+21.3pp | 314.74%-294.6pp | -9.96%+30.1pp |
| Employer contribution / active EE | $4,625 | $2,047+125.9% | $3,826+20.9% | $2,111+119.1% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $115 | $698-83.5% | $8,547-98.7% | $521-77.9% |