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 SERVICES1 year Service code 16 · EIN 77-0155091 | Consulting | $2,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,659 | $98,982-24.6% | $162,163-54.0% | $65,185+14.5% |
| Participation rate | 65.7% | 85.8%-20.1pp | 87.6%-21.9pp | 70.2%-4.5pp |
| Annual return | 26.88% | 24.84%+2.0pp | 115.59%-88.7pp | 29.38%-2.5pp |
| Employer contribution / active EE | $2,587 | $3,467-25.4% | $5,614-53.9% | $2,177+18.9% |
| Participant deferral / active EE | $5,489 | $5,384+1.9% | $7,298-24.8% | $3,514+56.2% |
| Admin fee / account holder | $40 | $596-93.3% | $10,843-99.6% | $847-95.3% |