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 | $22,560 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,190 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,878 | $155,795-77.6% | $136,294-74.4% | $69,631-49.9% |
| Participation rate | 50.1% | 75.2%-25.2pp | 81.9%-31.8pp | 70.7%-20.6pp |
| Annual return | 39.20% | 232464.33%-232425.1pp | 5155.94%-5116.7pp | 27571.02%-27531.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,242 | $5,394+15.7% | $6,247-0.1% | $3,224+93.6% |
| Admin fee / account holder | $74 | $128-42.2% | $9,243-99.2% | $110-32.9% |