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 LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $17,325 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,750 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,559 | $53,165-29.4% | $86,188-56.4% | $74,419-49.5% |
| Participation rate | 42.5% | 64.9%-22.4pp | 69.0%-26.5pp | 70.7%-28.2pp |
| Annual return | 19.37% | 22.64%-3.3pp | 1168.45%-1149.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $625 | $1,210-48.3% | $2,380-73.7% | $2,637-76.3% |
| Participant deferral / active EE | $2,600 | $3,234-19.6% | $3,985-34.8% | $4,528-42.6% |
| Admin fee / account holder | $71 | $551-87.1% | $6,852-99.0% | $348-79.6% |