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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $92,979 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,825 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $10,368 |
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 | $128,110 | $122,186+4.8% | $146,958-12.8% | $199,593-35.8% |
| Participation rate | 95.3% | 78.3%+17.1pp | 82.2%+13.2pp | 72.0%+23.4pp |
| Annual return | 17.60% | 30.56%-13.0pp | 418.34%-400.7pp | 34.25%-16.6pp |
| Employer contribution / active EE | $4,027 | $4,093-1.6% | $4,933-18.4% | $3,034+32.7% |
| Participant deferral / active EE | $14,763 | $8,502+73.6% | $8,070+82.9% | $5,087+190.2% |
| Admin fee / account holder | $68 | $179-61.8% | $12,998-99.5% | $269-74.6% |