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, LLP4 years Service code 10 · EIN 48-0567703 5 E RIVER PARK PL E, SUITE 320 · FRESNO, CA 93720 | Accounting | $14,400 |
WILLIAM BLAIR5 years Filed as: WILLIAM REDDINGTON, ASA Service code 34 2037 W BULLARD AVE PMB 336 · FRESNO, CA 93711 | Valuation (appraisals, etc.) | $3,600 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTRATORS, INC Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $1,533 |
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 | $35,185 | $65,435-46.2% | $86,677-59.4% | $66,914-47.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 2.62% | -10.89%+13.5pp | 35.91%-33.3pp | 1.58%+1.0pp |
| Employer contribution / active EE | $2,649 | $2,153+23.0% | $2,836-6.6% | $2,544+4.1% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $111 | $642-82.7% | $7,493-98.5% | $593-81.3% |