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 | $21,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,092 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 16 · EIN 77-0573994 | Consulting | $7,000 |
Service code 55 · EIN 13-3749682 | Other Commissions | $5,526 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,664 | $76,050+6.1% | $96,544-16.4% | $71,457+12.9% |
| Participation rate | 94.2% | 74.4%+19.8pp | 76.0%+18.2pp | 67.9%+26.3pp |
| Annual return | 17.68% | 22.81%-5.1pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $9,594 | $2,244+327.5% | $2,965+223.6% | $2,588+270.8% |
| Participant deferral / active EE | $3,964 | $4,215-6.0% | $4,851-18.3% | $4,289-7.6% |
| Admin fee / account holder | $95 | $2,707-96.5% | $8,252-98.8% | $1,587-94.0% |