Filed January 30, 2025
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 | $10,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,438 | $42,353-23.4% | $79,550-59.2% | $64,808-49.9% |
| Participation rate | 35.6% | 64.8%-29.1pp | 69.5%-33.9pp | 71.5%-35.9pp |
| Annual return | -14.79% | -12.24%-2.6pp | 0.16%-15.0pp | 32.82%-47.6pp |
| Employer contribution / active EE | $362 | $1,181-69.3% | $2,413-85.0% | $2,506-85.5% |
| Participant deferral / active EE | $1,969 | $3,170-37.9% | $3,985-50.6% | $4,310-54.3% |
| Admin fee / account holder | $46 | $160-71.2% | $6,832-99.3% | $188-75.5% |