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 Service code 10 · EIN 91-0189318 | Accounting | $31,930 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $29,101 |
HANSON BRIDGETT LLP2 years Filed as: HANSON BRIDGETT Service code 29 · EIN 94-0382330 | Legal | $15,631 |
ERNST & YOUNG LLP1 year Service code 16 · EIN 33-6565596 | Consulting | $5,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,221 | $49,915-47.5% | $154,803-83.1% | $74,304-64.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 12.48% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-16.9pp |
| Employer contribution / active EE | $8,687 | $1,611+439.2% | $4,305+101.8% | $2,241+287.6% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $120 | $2,189-94.5% | $14,329-99.2% | $2,969-96.0% |