See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADVISORY CONSULTING GROUP LLC6+ years Filed as: ADVISORY CONSULTING GROUP, LLC Service code 16 · EIN 20-5926419 | Consulting | $19,485 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $16,902 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS,LLC Service code 16 · EIN 84-1612955 | Consulting | $11,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,533 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,039 | $100,801+197.7% | $149,696+100.4% | $73,409+308.7% |
| Participation rate | 88.4% | 77.7%+10.7pp | 82.5%+5.9pp | 72.2%+16.2pp |
| Annual return | 24.23% | 265.34%-241.1pp | 276.60%-252.4pp | 59.29%-35.1pp |
| Employer contribution / active EE | $4,818 | $3,312+45.5% | $4,644+3.7% | $2,234+115.7% |
| Participant deferral / active EE | $17,413 | $6,404+171.9% | $6,842+154.5% | $3,805+357.6% |
| Admin fee / account holder | $25 | $181-85.9% | $9,309-99.7% | $158-83.9% |