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 |
|---|---|---|
Filed as: DIVERSIFIED BENEFIT Service code 27 1391 W SHAW AVE · FRESNO, CA 93711 | Advisory (Plan) | $7,735 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Participant loan processing; Sub-tran... | $2,505 |
UNITED OF OMAHA2 years Service code 37 · EIN 47-0322111 | Loan Processing | $1,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,234 | $86,929+30.3% | $102,423+10.6% | $80,856+40.0% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.6%+22.1pp |
| Annual return | 12.03% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,853 | $2,369-21.8% | $3,023-38.7% | $2,755-32.7% |
| Participant deferral / active EE | $4,710 | $4,118+14.4% | $5,053-6.8% | $4,296+9.6% |
| Admin fee / account holder | $103 | $8,049-98.7% | $9,451-98.9% | $6,918-98.5% |