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 |
|---|---|---|
KCOE ISOM, LLP3 years Service code 10 · EIN 48-0567703 5 E RIVER PARK PL E, SUITE 320 · FRESNO, CA 93720 | Accounting | $13,100 |
Filed as: NEXUS ADMINISTRATORS, INC Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $12,184 |
WILLIAM BLAIR4 years Filed as: WILLIAM REDDINGTON, ASA Service code 34 2037 W BULLARD AVE PMB 336 · FRESNO, CA 93711 | Valuation (appraisals, etc.) | $3,500 |
Participant contribution per participant 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 | $35,179 | $84,936-58.6% | $111,297-68.4% | $79,386-55.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 35.39% | 17.45%+17.9pp | 54.65%-19.3pp | 116.85%-81.5pp |
| Employer contribution / active EE | $2,796 | $1,979+41.3% | $2,731+2.4% | $2,427+15.2% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $190 | $537-64.6% | $7,964-97.6% | $626-69.6% |