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 SERVICES4+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $17,384 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,352 |
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 | $35,376 | $55,449-36.2% | $83,848-57.8% | $56,287-37.1% |
| Participation rate | 89.2% | 68.0%+21.2pp | 76.1%+13.0pp | 69.9%+19.3pp |
| Annual return | -2.83% | -1.38%-1.4pp | 850.88%-853.7pp | -9.96%+7.1pp |
| Employer contribution / active EE | $3,392 | $2,430+39.6% | $3,631-6.6% | $2,111+60.7% |
| Participant deferral / active EE | $1,849 | $2,935-37.0% | $4,082-54.7% | $3,350-44.8% |
| Admin fee / account holder | $106 | $656-83.8% | $5,478-98.1% | $521-79.6% |