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 Service code 10 · EIN 77-0573994 | Accounting | $3,600 |
REDWOOD PENSIONS, LLC2 years Service code 15 · EIN 27-2431450 | Recordkeeping | $3,251 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,330 |
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 | $142,816 | $80,753+76.9% | $136,294+4.8% | $62,292+129.3% |
| Participation rate | 94.1% | 73.5%+20.6pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 18.93% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $7,948 | $2,884+175.6% | $4,695+69.3% | $2,042+289.2% |
| Participant deferral / active EE | $8,561 | $5,164+65.8% | $6,247+37.0% | $3,169+170.1% |
| Admin fee / account holder | $80 | $525-84.8% | $9,243-99.1% | $479-83.3% |