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+ years Service code 10 · EIN 91-0189318 | Accounting | $13,500 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,420 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,551 | $33,745+5.4% | $64,105-44.5% | $55,191-35.6% |
| Participation rate | 95.6% | 59.4%+36.3pp | 68.2%+27.4pp | 69.2%+26.4pp |
| Annual return | 2.14% | 4.95%-2.8pp | 791.24%-789.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $707 | $641+10.3% | $1,820-61.2% | $1,899-62.8% |
| Participant deferral / active EE | $3,990 | $1,929+106.8% | $2,822+41.4% | $3,046+31.0% |
| Admin fee / account holder | $48 | $94-49.6% | $4,499-98.9% | $91-47.7% |