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 LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $18,375 |
TIAA4 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,998 | $47,126+16.7% | $149,673-63.3% | $74,419-26.1% |
| Participation rate | 97.9% | 63.4%+34.5pp | 78.8%+19.1pp | 70.7%+27.2pp |
| Annual return | 14.81% | 22.75%-7.9pp | 134.42%-119.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $5,235 | $1,905+174.7% | $4,818+8.7% | $2,637+98.5% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $10 | $343-97.2% | $13,210-99.9% | $348-97.2% |