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 LLP6+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,900 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $10,336 |
PACIFIC PORTFOLIO CONSULTING6+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $6,699 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,037 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,415 | $88,042+133.3% | $138,135+48.7% | $79,858+157.2% |
| Participation rate | 93.8% | 71.4%+22.3pp | 78.7%+15.0pp | 69.6%+24.1pp |
| Annual return | 15.17% | 20.58%-5.4pp | 20.51%-5.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,690 | $3,103-13.3% | $5,587-51.9% | $2,471+8.9% |
| Participant deferral / active EE | $7,577 | $4,704+61.1% | $6,431+17.8% | $3,740+102.6% |
| Admin fee / account holder | $357 | $7,791-95.4% | $11,856-97.0% | $5,306-93.3% |