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 PLLC Service code 64 · EIN 91-0189318 2707 COLBY AVE STE 801 · EVERETT, WA 98201 | Recordkeeping Fees | $19,425 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,385 | $54,193-16.3% | $93,606-51.5% | $77,643-41.5% |
| Participation rate | 39.5% | 63.9%-24.5pp | 68.7%-29.3pp | 70.6%-31.1pp |
| Annual return | 13.71% | 30.54%-16.8pp | 133.20%-119.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $472 | $1,168-59.6% | $2,420-80.5% | $2,726-82.7% |
| Participant deferral / active EE | $2,755 | $3,144-12.4% | $4,411-37.5% | $4,647-40.7% |
| Admin fee / account holder | $97 | $576-83.1% | $8,285-98.8% | $430-77.4% |