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 ACCOUNTANCY CORP. Service code 10 3150 ALMADEN EXPRESSWAY · SAN JOSE, CA 95118 | Accounting | $13,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$596 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $172,929 | $89,355+93.5% | $141,162+22.5% | $72,985+136.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.62% | 111.85%-87.2pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $11,124 | $3,114+257.2% | $4,735+134.9% | $2,440+355.9% |
| Participant deferral / active EE | $19,718 | $5,418+263.9% | $6,709+193.9% | $3,607+446.6% |
| Admin fee / account holder | $119 | $5,958-98.0% | $10,261-98.8% | $5,124-97.7% |