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 5-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 37 · EIN 04-2647786 | Loan Processing | $69,723 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS LLC Service code 10 · EIN 91-0189318 | Accounting | $7,085 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,665 | $129,021-68.5% | $184,203-77.9% | $77,643-47.6% |
| Participation rate | 92.1% | 87.3%+4.8pp | 86.8%+5.3pp | 70.6%+21.5pp |
| Annual return | 27.49% | 33.27%-5.8pp | 28.81%-1.3pp | 31.24%-3.7pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,684 | $7,297+46.4% | $9,131+17.0% | $4,647+129.9% |
| Admin fee / account holder | $125 | $254-50.6% | $13,901-99.1% | $430-70.9% |