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 |
|---|---|---|
REGENCY INVESTMENT ADVISORS4 years Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $31,829 |
Service code 13 · EIN 87-0364490 7090 SOUTH UNION PARK AVE SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $24,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,405 | $84,487-65.2% | $125,339-76.5% | $66,914-56.1% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.2pp | 69.8%+27.8pp |
| Annual return | -12.39% | -8.39%-4.0pp | 572.05%-584.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $2,404 | $3,553-32.3% | $4,814-50.1% | $2,544-5.5% |
| Participant deferral / active EE | $3,955 | $6,781-41.7% | $7,446-46.9% | $4,237-6.6% |
| Admin fee / account holder | $231 | $685-66.2% | $10,010-97.7% | $593-61.0% |