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 9-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 |
|---|---|---|
PENSYS, INC.4+ years Service code 13 2440 PROFESSIONAL DR · ROSEVILLE, CA 95661 | Contract Administrator | $19,646 |
GARCIA WEALTH MANAGEMENT GROUP4+ years Service code 27 613 S. MAIN ST · TEMPLETON, CA 93465 | Advisory (Plan) | $13,208 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,440 | $52,836-19.7% | $105,738-59.9% | $64,186-33.9% |
| Participation rate | 90.0% | 66.5%+23.5pp | 76.3%+13.7pp | 69.6%+20.4pp |
| Annual return | -6.73% | 14.30%-21.0pp | 6.27%-13.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $827 | $2,545-67.5% | $4,080-79.7% | $3,470-76.2% |
| Admin fee / account holder | $353 | $3,959-91.1% | $6,913-94.9% | $4,888-92.8% |