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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $23,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,651 | $44,960+46.0% | $84,966-22.7% | $74,495-11.9% |
| Participation rate | 61.9% | 49.4%+12.5pp | 67.5%-5.6pp | 67.2%-5.3pp |
| Annual return | 15.87% | 26.24%-10.4pp | 66.38%-50.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,476 | $2,731+63.9% | $4,519-0.9% | $4,346+3.0% |
| Admin fee / account holder | $180 | $2,209-91.8% | $6,149-97.1% | $1,942-90.7% |