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 SERVICES6+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $18,127 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $720 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORP. Service code 22 · EIN 58-1152673 | Insurance Broker | $0 |
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 | $46,694 | $69,362-32.7% | $101,248-53.9% | $73,488-36.5% |
| Participation rate | 91.4% | 68.4%+23.1pp | 75.8%+15.6pp | 70.7%+20.8pp |
| Annual return | 15.42% | 18.46%-3.0pp | 46.47%-31.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $5,733 | $2,628+118.1% | $3,660+56.6% | $2,270+152.5% |
| Participant deferral / active EE | $1,908 | $3,300-42.2% | $4,370-56.3% | $3,740-49.0% |
| Admin fee / account holder | $100 | $704-85.8% | $5,945-98.3% | $513-80.6% |