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 ADVISORS5 years Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $39,813 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 7090 SOUTH UNION PARK AVE SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $14,891 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,267 | $91,407-66.9% | $135,903-77.7% | $71,457-57.6% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 6.49% | 29.90%-23.4pp | 68.23%-61.7pp | 28.85%-22.4pp |
| Employer contribution / active EE | $18 | $3,703-99.5% | $4,856-99.6% | $2,588-99.3% |
| Participant deferral / active EE | $4,194 | $7,092-40.9% | $7,758-45.9% | $4,289-2.2% |
| Admin fee / account holder | $203 | $1,266-83.9% | $10,762-98.1% | $1,587-87.2% |