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 55 · EIN 59-2937883 | Other Commissions | $23,252 |
SILICON VALLEY ACCOUNTANCY CORP6+ years Service code 16 · EIN 77-0573994 | Consulting | $10,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,935 |
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 | $70,278 | $73,638-4.6% | $95,952-26.8% | $73,488-4.4% |
| Participation rate | 87.4% | 76.2%+11.2pp | 77.1%+10.3pp | 70.7%+16.7pp |
| Annual return | 12.73% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $5,118 | $1,863+174.7% | $2,541+101.4% | $2,270+125.5% |
| Participant deferral / active EE | $2,441 | $3,617-32.5% | $4,167-41.4% | $3,740-34.7% |
| Admin fee / account holder | $47 | $482-90.3% | $6,795-99.3% | $513-90.9% |