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 LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $8,800 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,641 |
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 | $76,979 | $54,573+41.1% | $90,951-15.4% | $73,488+4.7% |
| Participation rate | 98.0% | 61.2%+36.8pp | 69.0%+29.0pp | 70.7%+27.3pp |
| Annual return | 14.43% | 16.69%-2.3pp | 134.60%-120.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $973 | $991-1.8% | $2,122-54.1% | $2,270-57.1% |
| Participant deferral / active EE | $5,474 | $2,517+117.5% | $3,373+62.3% | $3,740+46.4% |
| Admin fee / account holder | $197 | $521-62.2% | $5,959-96.7% | $513-61.6% |