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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.
See the 10-year trajectory with Solo.
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 | $26,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,778 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,405 | $37,393+48.2% | $77,024-28.1% | $66,914-17.2% |
| Participation rate | 72.2% | 52.9%+19.3pp | 67.9%+4.3pp | 69.8%+2.4pp |
| Annual return | -17.14% | -3.29%-13.8pp | 42.32%-59.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $13 | $1,531-99.1% | $2,812-99.5% | $2,544-99.5% |
| Participant deferral / active EE | $4,778 | $2,617+82.6% | $4,426+7.9% | $4,237+12.8% |
| Admin fee / account holder | $205 | $567-63.9% | $5,425-96.2% | $593-65.5% |