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 LLC4 years Filed as: FUTUREPLAN Service code 13 · EIN 82-3719843 | Contract Administrator | $19,602 |
GARCIA HAMILTON & ASSOCIATES2 years Filed as: GARCIA WEALTH MANAGEMENT Service code 27 225 S. LAKE AVE · PASADENA, CA 91101 | Advisory (Plan) | $13,503 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,916 | $62,327-42.4% | $120,354-70.2% | $74,495-51.8% |
| Participation rate | 71.9% | 56.8%+15.1pp | 71.9%0pp | 67.2%+4.7pp |
| Annual return | 12.39% | 18.61%-6.2pp | 107.15%-94.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,048 | $1,843-43.2% | $3,463-69.7% | $2,623-60.0% |
| Participant deferral / active EE | $1,329 | $2,893-54.1% | $4,991-73.4% | $4,346-69.4% |
| Admin fee / account holder | $204 | $2,396-91.5% | $9,423-97.8% | $1,942-89.5% |