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 |
|---|---|---|
SILICON VALLEY RETIREMENT SERVICES10+ years Service code 27 · EIN 27-2233898 | Advisory (Plan) | $36,000 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,286 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,931 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,551 | $106,028-53.3% | $146,958-66.3% | $77,643-36.2% |
| Participation rate | 93.4% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 12.12% | 56.73%-44.6pp | 418.34%-406.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,328 | $4,063-42.7% | $4,933-52.8% | $2,726-14.6% |
| Participant deferral / active EE | $5,251 | $7,990-34.3% | $8,070-34.9% | $4,647+13.0% |
| Admin fee / account holder | $135 | $337-60.0% | $12,998-99.0% | $430-68.6% |