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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,089 |
Service code 16 · EIN 03-6429197 | Consulting | $25,000 |
MOSS ADAMS LLP10+ years Service code 49 · EIN 91-0189318 | Other Services | $24,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,343 | $54,193+37.2% | $93,606-20.6% | $77,643-4.2% |
| Participation rate | 95.9% | 63.9%+32.0pp | 68.7%+27.2pp | 70.6%+25.3pp |
| Annual return | 13.34% | 30.54%-17.2pp | 133.20%-119.9pp | 31.24%-17.9pp |
| Employer contribution / active EE | $975 | $1,168-16.5% | $2,420-59.7% | $2,726-64.2% |
| Participant deferral / active EE | $7,214 | $3,144+129.5% | $4,411+63.5% | $4,647+55.2% |
| Admin fee / account holder | $427 | $576-25.8% | $8,285-94.8% | $430-0.8% |