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 37 · EIN 04-2647786 | Loan Processing | $11,131 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,315 |
SILICON VALLEY ACCOUNTANCY CORP5+ years Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $6,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,612 | $88,122-42.6% | $141,162-64.1% | $67,579-25.1% |
| Participation rate | 33.2% | 76.5%-43.2pp | 82.5%-49.2pp | 71.3%-38.1pp |
| Annual return | 29.42% | 75.40%-46.0pp | 71.39%-42.0pp | 378.56%-349.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,239 | $5,958-28.8% | $6,709-36.8% | $3,539+19.8% |
| Admin fee / account holder | $78 | $131-40.5% | $10,261-99.2% | $142-45.3% |