See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $27,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,310 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,907 | $50,199-38.4% | $70,092-55.9% | $66,914-53.8% |
| Participation rate | 94.2% | 66.3%+27.9pp | 70.5%+23.7pp | 69.8%+24.4pp |
| Annual return | -17.19% | -13.85%-3.3pp | 190.73%-207.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,720 | $1,864-7.7% | $2,559-32.8% | $2,544-32.4% |
| Participant deferral / active EE | $4,185 | $3,112+34.5% | $3,849+8.7% | $4,237-1.2% |
| Admin fee / account holder | $243 | $600-59.5% | $6,267-96.1% | $593-59.0% |