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 SERVICES9+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $14,508 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,749 |
D H SCOTT & CO1 year Filed as: D H SCOTT & COMPANY Service code 10 · EIN 68-0397834 | Accounting | $5,800 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 | Insurance Broker | $2,009 |
Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,788 | $76,670-36.4% | $96,683-49.5% | $71,457-31.7% |
| Participation rate | 86.2% | 66.6%+19.7pp | 74.3%+11.9pp | 67.9%+18.3pp |
| Annual return | 12.59% | 48.29%-35.7pp | 35.69%-23.1pp | 28.85%-16.3pp |
| Employer contribution / active EE | $7,898 | $3,031+160.5% | $3,737+111.4% | $2,588+205.2% |
| Participant deferral / active EE | $2,382 | $3,771-36.8% | $4,878-51.2% | $4,289-44.5% |
| Admin fee / account holder | $177 | $2,028-91.3% | $6,730-97.4% | $1,587-88.8% |