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 ADVISORS5 years Filed as: REGENCY INVESTMENT ADVISORS, INC. Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $27,213 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $8,000 |
Service code 64 · EIN 87-0364490 | Recordkeeping Fees | $2,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,993 | $73,867-58.0% | $143,757-78.4% | $68,494-54.8% |
| Participation rate | 82.6% | 66.7%+16.0pp | 80.3%+2.3pp | 67.9%+14.7pp |
| Annual return | -14.79% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,605 | $3,184-49.6% | $4,951-67.6% | $2,596-38.2% |
| Participant deferral / active EE | $1,665 | $3,384-50.8% | $5,637-70.5% | $4,027-58.7% |
| Admin fee / account holder | $317 | $5,755-94.5% | $14,673-97.8% | $5,403-94.1% |