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 | $7,850 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,651 |
Service code 37 · EIN 04-2647786 | Loan Processing | $709 |
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 | $156,801 | $99,957+56.9% | $149,696+4.7% | $73,488+113.4% |
| Participation rate | 85.7% | 75.7%+10.0pp | 82.5%+3.2pp | 70.7%+15.0pp |
| Annual return | 20.85% | 53.87%-33.0pp | 276.60%-255.8pp | 28.51%-7.7pp |
| Employer contribution / active EE | $3,291 | $3,191+3.1% | $4,644-29.1% | $2,270+45.0% |
| Participant deferral / active EE | $12,372 | $6,073+103.7% | $6,842+80.8% | $3,740+230.8% |
| Admin fee / account holder | $68 | $551-87.7% | $9,309-99.3% | $513-86.8% |