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 | $28,117 |
SILICON VALLEY ACCOUNTANCY CORP7+ years Service code 16 · EIN 77-0573994 | Consulting | $11,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,925 |
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).
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 | $71,560 | $84,936-15.7% | $111,297-35.7% | $79,386-9.9% |
| Participation rate | 85.2% | 75.9%+9.3pp | 77.3%+7.9pp | 70.7%+14.5pp |
| Annual return | 10.80% | 17.45%-6.6pp | 54.65%-43.8pp | 116.85%-106.0pp |
| Employer contribution / active EE | $746 | $1,979-62.3% | $2,731-72.7% | $2,427-69.3% |
| Participant deferral / active EE | $2,750 | $3,888-29.3% | $4,487-38.7% | $4,046-32.0% |
| Admin fee / account holder | $53 | $537-90.1% | $7,964-99.3% | $626-91.5% |