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 5-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 |
|---|---|---|
Filed as: SILICON VALLEY ACCOUNTANCY CORPORAT Service code 15 · EIN 77-0573994 | Recordkeeping | $8,984 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,783 | $82,202-55.3% | $125,339-70.7% | $64,808-43.2% |
| Participation rate | 84.1% | 77.9%+6.2pp | 82.4%+1.7pp | 71.5%+12.6pp |
| Annual return | 25.01% | 3.48%+21.5pp | 572.05%-547.0pp | 32.82%-7.8pp |
| Employer contribution / active EE | $3,007 | $3,615-16.8% | $4,814-37.5% | $2,506+20.0% |
| Participant deferral / active EE | $12,925 | $7,175+80.1% | $7,446+73.6% | $4,310+199.9% |
| Admin fee / account holder | $34 | $163-79.5% | $10,010-99.7% | $188-82.2% |