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 LLP1+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $9,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,353 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $2,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,814 | $45,152+50.2% | $73,843-8.2% | $59,632+13.7% |
| Participation rate | 86.6% | 64.0%+22.6pp | 73.4%+13.2pp | 68.7%+17.9pp |
| Annual return | 0.18% | 27.40%-27.2pp | 2267.84%-2267.7pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $55 | $1,902-97.1% | $2,787-98.0% | $2,203-97.5% |
| Participant deferral / active EE | $4,952 | $2,574+92.4% | $3,583+38.2% | $3,192+55.2% |
| Admin fee / account holder | $119 | $3,516-96.6% | $4,880-97.6% | $4,297-97.2% |