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 LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $44,274 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $30,000 |
TIAA2 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,403 | $46,292+101.8% | $143,757-35.0% | $64,808+44.1% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.0pp |
| Annual return | -13.85% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,903 | $2,646+198.7% | $5,637+40.2% | $4,310+83.4% |
| Admin fee / account holder | $74 | $154-51.7% | $14,673-99.5% | $188-60.5% |