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 |
|---|---|---|
REGENCY INVESTMENT ADVISORS2 years Filed as: REGENCY INVESTMENT ADVISORS, INC. Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $15,223 |
Service code 13 · EIN 87-0364490 7090 S UNION PARK AVENUE, SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $1,560 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,984 | $282,106-91.1% | $172,739-85.5% | - |
| Participation rate | 84.8% | 64.8%+20.0pp | 82.6%+2.2pp | - |
| Annual return | 4.89% | 12.00%-7.1pp | 802.84%-797.9pp | - |
| Employer contribution / active EE | $1,403 | $1,776-21.0% | $5,143-72.7% | - |
| Participant deferral / active EE | $1,329 | $2,424-45.2% | $5,198-74.4% | - |
| Admin fee / account holder | $142 | $24,081-99.4% | $13,954-99.0% | - |