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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 13 3000 LAVA RIDGE COURT · ROSEVILLE, CA 95661 | Contract Administrator | $21,257 |
GARCIA WEALTH MANAGEMENT GROUP7+ years Service code 27 613 S. MAIN ST · TEMPLETON, CA 93465 | Advisory (Plan) | $15,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,063 | $65,862-7.3% | $124,672-51.0% | $79,386-23.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 74.6%+25.4pp | 70.7%+29.3pp |
| Annual return | 18.56% | 19.02%-0.5pp | 5142.93%-5124.4pp | 116.85%-98.3pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,619 | $2,772-41.6% | $4,614-64.9% | $4,046-60.0% |
| Admin fee / account holder | $301 | $673-55.3% | $7,493-96.0% | $626-52.0% |