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 LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189331 | Accounting | $30,975 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,782 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$64,541 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,661 | $122,186+17.6% | $146,958-2.2% | $199,593-28.0% |
| Participation rate | 81.0% | 78.3%+2.7pp | 82.2%-1.1pp | 72.0%+9.1pp |
| Annual return | 18.84% | 30.56%-11.7pp | 418.34%-399.5pp | 34.25%-15.4pp |
| Employer contribution / active EE | $1,235 | $4,093-69.8% | $4,933-75.0% | $3,034-59.3% |
| Participant deferral / active EE | $17,294 | $8,502+103.4% | $8,070+114.3% | $5,087+240.0% |
| Admin fee / account holder | -$7 | $179-104.1% | $12,998-100.1% | $269-102.8% |