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 9-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 |
|---|---|---|
SVRS4 years Service code 27 314 NEVADA STREET · REDWOOD CITY, CA 94062 | Advisory (Plan) | $13,400 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,556 | $79,013-1.8% | $100,391-22.7% | $74,495+4.1% |
| Participation rate | 78.4% | 79.5%-1.1pp | 81.5%-3.1pp | 67.2%+11.2pp |
| Annual return | 20.78% | 20.41%+0.4pp | 49.20%-28.4pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $5,499 | $3,021+82.0% | $3,942+39.5% | $2,623+109.6% |
| Participant deferral / active EE | $12,968 | $7,760+67.1% | $8,082+60.5% | $4,346+198.4% |
| Admin fee / account holder | $96 | $1,320-92.7% | $7,899-98.8% | $1,942-95.0% |