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 7-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 26 · EIN 45-5382552 5201 GREAT AMERICA PKWY · SANTA CLARA, CA 95054 | Advisory (Participants) | $6,545 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,439 | $89,652-68.3% | $141,162-79.9% | $65,185-56.4% |
| Participation rate | 73.6% | 74.7%-1.1pp | 82.5%-8.9pp | 70.2%+3.4pp |
| Annual return | 94.75% | 32.79%+62.0pp | 71.39%+23.4pp | 29.38%+65.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,016 | $5,691+76.0% | $6,709+49.3% | $3,514+185.1% |
| Admin fee / account holder | $65 | $569-88.5% | $10,261-99.4% | $847-92.3% |