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 10-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 |
|---|---|---|
HICKS PENSION SERVICES2 years Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 · EIN 77-0155091 555 CHORRO STREET STE C · SAN LUIS OBISPO, CA 93405 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,781 | $82,202-67.4% | $125,339-78.6% | $64,808-58.7% |
| Participation rate | 6.8% | 77.9%-71.1pp | 82.4%-75.6pp | 71.5%-64.7pp |
| Annual return | -19.64% | 3.48%-23.1pp | 572.05%-591.7pp | 32.82%-52.5pp |
| Employer contribution / active EE | $29 | $3,615-99.2% | $4,814-99.4% | $2,506-98.8% |
| Participant deferral / active EE | $440 | $7,175-93.9% | $7,446-94.1% | $4,310-89.8% |
| Admin fee / account holder | $19 | $163-88.3% | $10,010-99.8% | $188-89.8% |