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.6+ years Service code 13 3000 LAVA RIDGE COURT · ROSEVILLE, CA 95661 | Contract Administrator | $13,977 |
GARCIA WEALTH MANAGEMENT GROUP6+ years Service code 27 613 S. MAIN ST · TEMPLETON, CA 93465 | Advisory (Plan) | $12,871 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,443 | $59,328-11.6% | $118,925-55.9% | $73,488-28.6% |
| Participation rate | 70.5% | 62.3%+8.2pp | 75.4%-4.8pp | 70.7%-0.1pp |
| Annual return | 14.55% | 19.13%-4.6pp | 35.88%-21.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,143 | $2,604-56.1% | $4,265-73.2% | $3,740-69.4% |
| Admin fee / account holder | $262 | $600-56.4% | $6,581-96.0% | $513-49.0% |