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 | $13,770 |
REDWOOD PENSIONS, LLC4 years Service code 13 · EIN 27-2431450 | Contract Administrator | $2,035 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,150 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $149,469 | $89,652+66.7% | $141,162+5.9% | $65,185+129.3% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.5%+12.9pp | 70.2%+25.2pp |
| Annual return | 22.66% | 32.79%-10.1pp | 71.39%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $7,079 | $3,065+131.0% | $4,735+49.5% | $2,177+225.2% |
| Participant deferral / active EE | $9,803 | $5,691+72.2% | $6,709+46.1% | $3,514+179.0% |
| Admin fee / account holder | $130 | $569-77.1% | $10,261-98.7% | $847-84.6% |