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 |
|---|---|---|
Service code 14 735 W. ALLUVIAL AVE · FRESNO, CA 93711 | Plan Administrator | $9,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,887 | $106,110-81.3% | $147,005-86.5% | $77,671-74.4% |
| Participation rate | 39.0% | 78.4%-39.4pp | 82.2%-43.2pp | 70.6%-31.6pp |
| Annual return | 21.17% | 56.77%-35.6pp | 418.76%-397.6pp | 31.21%-10.0pp |
| Employer contribution / active EE | $1,207 | $4,065-70.3% | $4,934-75.5% | $2,726-55.7% |
| Participant deferral / active EE | $1,837 | $7,992-77.0% | $8,070-77.2% | $4,648-60.5% |
| Admin fee / account holder | $50 | $338-85.1% | $13,006-99.6% | $430-88.3% |