See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 16 · EIN 91-0189318 | Consulting | $16,861 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,963 | $85,135+8.0% | $98,907-7.0% | $73,409+25.3% |
| Participation rate | 91.0% | 81.1%+9.8pp | 76.0%+14.9pp | 72.2%+18.8pp |
| Annual return | 24.89% | 19.14%+5.8pp | 196.43%-171.5pp | 59.29%-34.4pp |
| Employer contribution / active EE | $3,548 | $2,721+30.4% | $2,689+31.9% | $2,234+58.8% |
| Participant deferral / active EE | $11,670 | $4,349+168.3% | $4,244+175.0% | $3,805+206.7% |
| Admin fee / account holder | $29 | $139-79.4% | $6,642-99.6% | $158-81.8% |