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 SERVICES8+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $8,116 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,188 | $64,119-24.8% | $112,228-57.1% | $66,914-28.0% |
| Participation rate | 80.2% | 68.5%+11.7pp | 75.1%+5.1pp | 69.8%+10.3pp |
| Annual return | -14.71% | -13.81%-0.9pp | 27.45%-42.2pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,613 | $3,005+20.2% | $3,635-0.6% | $2,544+42.0% |
| Participant deferral / active EE | $2,438 | $3,693-34.0% | $4,728-48.4% | $4,237-42.5% |
| Admin fee / account holder | $105 | $625-83.3% | $6,410-98.4% | $593-82.4% |