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 |
|---|---|---|
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $65,000 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $18,634 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $13,460 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $829 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,937 | $88,122+23.6% | $141,162-22.8% | $67,579+61.2% |
| Participation rate | 98.9% | 76.5%+22.5pp | 82.5%+16.5pp | 71.3%+27.7pp |
| Annual return | 24.15% | 75.40%-51.3pp | 71.39%-47.2pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,381 | $3,224-26.2% | $4,735-49.7% | $2,148+10.8% |
| Participant deferral / active EE | $7,935 | $5,958+33.2% | $6,709+18.3% | $3,539+124.2% |
| Admin fee / account holder | $79 | $131-39.9% | $10,261-99.2% | $142-44.7% |