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 SERVICES11+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $0 |
OSAIC WEALTH INC2 years Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $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 | $66,680 | $86,944-23.3% | $107,525-38.0% | $74,304-10.3% |
| Participation rate | 83.6% | 59.6%+24.1pp | 75.1%+8.5pp | 60.3%+23.3pp |
| Annual return | 11.19% | 23.52%-12.3pp | 181.32%-170.1pp | 29.43%-18.2pp |
| Employer contribution / active EE | $9,468 | $2,757+243.4% | $3,754+152.2% | $2,241+322.4% |
| Participant deferral / active EE | $2,966 | $3,554-16.6% | $5,116-42.0% | $3,767-21.3% |
| Admin fee / account holder | $144 | $3,727-96.1% | $8,919-98.4% | $2,969-95.2% |