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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,377 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $4,750 |
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 | $78,108 | $53,412+46.2% | $68,509+14.0% | $52,331+49.3% |
| Participation rate | 85.8% | 71.7%+14.1pp | 74.7%+11.1pp | 68.1%+17.7pp |
| Annual return | 0.41% | 3.42%-3.0pp | 8.27%-7.9pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,837 | $1,607+14.3% | $2,278-19.3% | $1,882-2.4% |
| Participant deferral / active EE | $2,244 | $2,688-16.5% | $3,382-33.7% | $3,022-25.7% |
| Admin fee / account holder | $72 | $461-84.4% | $5,275-98.6% | $592-87.9% |