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 9-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 Service code 10 · EIN 91-0189318 | Accounting | $12,600 |
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,710 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,927 | $100,801+73.5% | $149,696+16.9% | $73,409+138.3% |
| Participation rate | 97.6% | 77.7%+19.9pp | 82.5%+15.1pp | 72.2%+25.4pp |
| Annual return | 22.17% | 265.34%-243.2pp | 276.60%-254.4pp | 59.29%-37.1pp |
| Employer contribution / active EE | $3,492 | $3,312+5.4% | $4,644-24.8% | $2,234+56.3% |
| Participant deferral / active EE | $11,153 | $6,404+74.1% | $6,842+63.0% | $3,805+193.1% |
| Admin fee / account holder | $33 | $181-82.0% | $9,309-99.6% | $158-79.3% |