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 SERVICES5+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $13,205 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,600 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,440 |
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 | $32,839 | $63,114-48.0% | $92,893-64.6% | $65,185-49.6% |
| Participation rate | 91.9% | 68.8%+23.2pp | 76.0%+15.9pp | 70.2%+21.7pp |
| Annual return | 17.08% | 28.75%-11.7pp | 109.41%-92.3pp | 29.38%-12.3pp |
| Employer contribution / active EE | $3,906 | $2,571+51.9% | $3,653+6.9% | $2,177+79.4% |
| Participant deferral / active EE | $1,930 | $3,108-37.9% | $4,236-54.4% | $3,514-45.1% |
| Admin fee / account holder | $120 | $624-80.7% | $5,794-97.9% | $847-85.8% |