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 LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $24,150 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $422 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $135,388 | $60,349+124.3% | $74,183+82.5% | $62,891+115.3% |
| Participation rate | 84.4% | 72.7%+11.7pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 5.96% | 21.37%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,363 | $1,680+40.6% | $2,370-0.3% | $2,281+3.6% |
| Participant deferral / active EE | $10,203 | $2,856+257.2% | $3,550+187.4% | $3,203+218.6% |
| Admin fee / account holder | $135 | $4,261-96.8% | $5,586-97.6% | $4,296-96.9% |