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 LLC3 years Filed as: FUTUREPLAN Service code 13 · EIN 82-3719843 | Contract Administrator | $17,231 |
Filed as: GARCIA WEALTH MANAGEMENT Service code 27 225 S. LAKE AVE · PASADENA, CA 91101 | Advisory (Plan) | $10,730 |
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 | $32,894 | $57,651-42.9% | $112,229-70.7% | $71,457-54.0% |
| Participation rate | 73.6% | 58.9%+14.7pp | 72.4%+1.2pp | 67.9%+5.7pp |
| Annual return | 15.60% | 18.32%-2.7pp | 30.20%-14.6pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,175 | $1,913-38.6% | $3,430-65.7% | $2,588-54.6% |
| Participant deferral / active EE | $1,536 | $2,863-46.4% | $4,798-68.0% | $4,289-64.2% |
| Admin fee / account holder | $226 | $1,581-85.7% | $7,748-97.1% | $1,587-85.8% |