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 |
|---|---|---|
Service code 34 · EIN 84-2934577 815 FIRST AVENUE STE 293 · SEATTLE, WA 98118 | Valuation (appraisals, etc.) | $21,000 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 4505 STEPHEN CIRCLE NW SUITE 200 · CANTON, OH 44718 | Accounting | $7,912 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS Service code 34 · EIN 91-0189318 999 THIRD AVENUE SUITE 2800 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $2,678 |
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 | $404,177 | $86,332+368.2% | $125,175+222.9% | $65,185+520.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 23.85% | 27.43%-3.6pp | 43.79%-19.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $4,977 | $2,040+144.0% | $3,865+28.8% | $2,177+128.7% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $146 | $609-76.1% | $9,702-98.5% | $847-82.8% |