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 |
|---|---|---|
Filed as: SILICON VALLEY RETIREMENT SERVICES, Service code 15 · EIN 27-2233898 | Recordkeeping | $32,381 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,649 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,048 | $106,110-48.1% | $147,005-62.6% | $77,671-29.1% |
| Participation rate | 84.9% | 78.4%+6.5pp | 82.2%+2.7pp | 70.6%+14.3pp |
| Annual return | 22.41% | 56.77%-34.4pp | 418.76%-396.4pp | 31.21%-8.8pp |
| Employer contribution / active EE | $2,887 | $4,065-29.0% | $4,934-41.5% | $2,726+5.9% |
| Participant deferral / active EE | $7,372 | $7,992-7.8% | $8,070-8.6% | $4,648+58.6% |
| Admin fee / account holder | $75 | $338-77.9% | $13,006-99.4% | $430-82.7% |