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 LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,159 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,638 | $136,266-54.0% | $90,749-31.0% | $77,904-19.6% |
| Participation rate | 83.4% | 86.6%-3.3pp | 75.7%+7.7pp | 73.7%+9.7pp |
| Annual return | -17.20% | -11.32%-5.9pp | -12.16%-5.0pp | 12.21%-29.4pp |
| Employer contribution / active EE | $2,978 | $4,215-29.3% | $2,921+2.0% | $2,848+4.6% |
| Participant deferral / active EE | $10,509 | $6,353+65.4% | $4,564+130.3% | $4,806+118.7% |
| Admin fee / account holder | -$26 | $399-106.5% | $8,445-100.3% | $133-119.5% |