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 Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $17,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,576 | $93,131-1.7% | $106,548-14.1% | $86,799+5.5% |
| Participation rate | 81.0% | 81.4%-0.4pp | 76.1%+4.9pp | 72.3%+8.7pp |
| Annual return | 21.97% | 19.45%+2.5pp | 26.80%-4.8pp | 97.91%-75.9pp |
| Employer contribution / active EE | $2,498 | $2,895-13.7% | $2,819-11.4% | $2,405+3.9% |
| Participant deferral / active EE | $8,974 | $4,708+90.6% | $4,398+104.1% | $4,131+117.2% |
| Admin fee / account holder | -$13 | $145-109.2% | $7,407-100.2% | $170-107.9% |