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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $46,904 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $17,010 |
REDWOOD PENSIONS, LLC5 years Service code 13 · EIN 27-2431450 | Contract Administrator | $10,297 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $192,878 | $98,750+95.3% | $149,696+28.8% | $79,858+141.5% |
| Participation rate | 94.6% | 75.8%+18.9pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 18.01% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $7,372 | $3,216+129.2% | $4,644+58.7% | $2,471+198.4% |
| Participant deferral / active EE | $10,676 | $5,680+88.0% | $6,842+56.0% | $3,740+185.5% |
| Admin fee / account holder | $923 | $6,053-84.7% | $9,309-90.1% | $5,306-82.6% |