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 |
|---|---|---|
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $33,075 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $30,000 |
TIAA3 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,482 | $47,126+121.7% | $149,673-30.2% | $74,419+40.4% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.3pp | 70.7%+27.3pp |
| Annual return | 15.50% | 22.75%-7.3pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,897 | $2,728+189.5% | $5,680+39.0% | $4,528+74.4% |
| Admin fee / account holder | $65 | $343-81.0% | $13,210-99.5% | $348-81.2% |