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) | $13,422 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,720 | $100,801-61.6% | $149,696-74.1% | $73,409-47.3% |
| Participation rate | 74.1% | 77.7%-3.6pp | 82.5%-8.4pp | 72.2%+1.9pp |
| Annual return | 45.98% | 265.34%-219.4pp | 276.60%-230.6pp | 59.29%-13.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $11,200 | $6,404+74.9% | $6,842+63.7% | $3,805+194.3% |
| Admin fee / account holder | $80 | $181-55.9% | $9,309-99.1% | $158-49.5% |