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 | $27,623 |
Filed as: SILICON VALLEY ACCOU Service code 10 · EIN 77-0573994 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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 | $59,319 | $65,435-9.3% | $86,677-31.6% | $66,914-11.4% |
| Participation rate | 87.9% | 75.5%+12.4pp | 76.6%+11.3pp | 69.8%+18.1pp |
| Annual return | -15.45% | -10.89%-4.6pp | 35.91%-51.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,611 | $2,153+67.7% | $2,836+27.3% | $2,544+41.9% |
| Participant deferral / active EE | $3,088 | $4,100-24.7% | $4,656-33.7% | $4,237-27.1% |
| Admin fee / account holder | $53 | $642-91.7% | $7,493-99.3% | $593-91.0% |