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 |
|---|---|---|
CPS BENEFITS5 years Service code 99 · EIN 20-8421265 | Other Fees | $10,616 |
HICKS PENSION SERVICES2 years Filed as: QUALIFIED SERVICES DBA HICKS PENSIO Service code 49 | Other Services | $9,816 |
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $3,131 |
HICKS PENSION SERVICES2 years Filed as: QUALIFIED SERVICES INC. DBA HICKS P Service code 49 · EIN 77-0155091 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,205 | $89,436-45.0% | $164,813-70.1% | $77,643-36.6% |
| Participation rate | 81.5% | 78.6%+2.9pp | 78.6%+2.9pp | 70.6%+10.9pp |
| Annual return | 13.61% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,226 | $2,569+25.6% | $4,341-25.7% | $2,726+18.3% |
| Participant deferral / active EE | $3,791 | $4,897-22.6% | $6,031-37.2% | $4,647-18.4% |
| Admin fee / account holder | $88 | $339-74.1% | $12,690-99.3% | $430-79.6% |