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 |
|---|---|---|
BENEFIT RESOURCES, INC.1+ years Service code 15 · EIN 68-0198481 1545 RIVER PARK DRIVE · SACRAMENTO, CA 95815 | Recordkeeping | $7,900 |
Service code 52 · EIN 13-2655306 3900 BURGESS PLACE · SOUTH BETHLEHEM, PA 18017 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,589 | $44,229+77.7% | $155,790-49.6% | $55,191+42.4% |
| Participation rate | 76.0% | 60.8%+15.2pp | 76.1%-0.1pp | 69.2%+6.9pp |
| Annual return | -0.15% | 0.37%-0.5pp | 71.54%-71.7pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,519 | $1,317+167.1% | $3,836-8.3% | $1,899+85.4% |
| Participant deferral / active EE | $7,637 | $2,851+167.8% | $4,797+59.2% | $3,046+150.7% |
| Admin fee / account holder | $20 | $86-76.8% | $7,478-99.7% | $91-78.0% |