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 LLP4+ years Filed as: MOSS ADAMS WEALTH ADVISORS, LLC Service code 28 · EIN 91-1870849 | Investment Management | $37,391 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,840 | $61,214+100.7% | $83,333+47.4% | $56,287+118.2% |
| Participation rate | 72.8% | 72.6%+0.2pp | 77.8%-4.9pp | 69.9%+3.0pp |
| Annual return | -4.90% | 0.42%-5.3pp | 10.63%-15.5pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,862 | $1,925+152.5% | $3,379+43.9% | $2,111+130.3% |
| Participant deferral / active EE | $4,921 | $5,091-3.4% | $5,565-11.6% | $3,350+46.9% |
| Admin fee / account holder | $180 | $512-64.9% | $7,510-97.6% | $521-65.5% |