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 & YANTIS Service code 10 272 W COLEMAN BLVD STE 100 · MT PLEASANT, SC 29465 | Accounting | $10,975 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,204 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,199 | $79,171-53.0% | $102,423-63.7% | $74,495-50.1% |
| Participation rate | 98.5% | 74.8%+23.7pp | 76.5%+22.0pp | 67.2%+31.3pp |
| Annual return | 16.55% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,799 | $2,362+60.8% | $3,023+25.7% | $2,623+44.8% |
| Participant deferral / active EE | $4,493 | $4,415+1.8% | $5,053-11.1% | $4,346+3.4% |
| Admin fee / account holder | $58 | $2,001-97.1% | $9,451-99.4% | $1,942-97.0% |