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 ADVISORS3 years Filed as: REGENCY INVESTMENT ADVISORS, INC. Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $17,868 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,016 | $58,879-59.2% | $178,490-86.5% | $73,488-67.3% |
| Participation rate | 80.3% | 66.2%+14.1pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 4.06% | 24.86%-20.8pp | 151.07%-147.0pp | 28.51%-24.5pp |
| Employer contribution / active EE | $1,206 | $2,236-46.1% | $5,011-75.9% | $2,270-46.9% |
| Participant deferral / active EE | $1,278 | $2,567-50.2% | $5,202-75.4% | $3,740-65.8% |
| Admin fee / account holder | $138 | $400-65.5% | $13,984-99.0% | $513-73.1% |