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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,577 |
SILICON VALLEY ACCOUNTANCY CORP6+ years Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $6,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,556 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,957 | $100,801-40.5% | $149,696-59.9% | $73,409-18.3% |
| Participation rate | 34.2% | 77.7%-43.5pp | 82.5%-48.2pp | 72.2%-37.9pp |
| Annual return | 21.48% | 265.34%-243.9pp | 276.60%-255.1pp | 59.29%-37.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,791 | $6,404-25.2% | $6,842-30.0% | $3,805+25.9% |
| Admin fee / account holder | $48 | $181-73.2% | $9,309-99.5% | $158-69.4% |