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 |
|---|---|---|
COVUS WEALTH ADVISORS2 years Service code 28 613 S. MAIN STREET · TEMPLETON, CA 93465 | Investment Management | $23,464 |
Filed as: EVOLVE RETIREMENT PLAN SOLUTIONS Service code 15 613 S. MAIN STREET · TEMPLETON, CA 93465 | Recordkeeping | $23,273 |
HICKS PENSION SERVICES4 years Filed as: QUALIFIED SERVICES DBA HICKSPENSION Service code 13 · EIN 77-0155091 555 CHORRO STREET, STE. C · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $18,036 |
LEE CPA AUDIT GROUP4 years Service code 70 5056 SUNRISE BLVD, STE B1 · FAIR OAKS, CA 95628 | Consulting Fees | $4,250 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 2360 CORPORATE CIRCLE · HENDERSON, CA 94025 | Securities Custodian | $2,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,303 | $55,415+115.3% | $155,509-23.3% | $74,495+60.2% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 13.41% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $7,355 | $2,267+224.4% | $4,672+57.4% | $2,623+180.4% |
| Participant deferral / active EE | $7,037 | $2,836+148.1% | $5,626+25.1% | $4,346+61.9% |
| Admin fee / account holder | $351 | $1,738-79.8% | $15,912-97.8% | $1,942-81.9% |