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 |
|---|---|---|
GENOVESE BURFORD & BROTHERS3+ years Filed as: GENOVESE BURFORD AND BROTHERS LLC Service code 27 · EIN 45-5146130 1515 RESPONSE ROAD · SACRAMENTO, CA 958154805 | Advisory (Plan) | $33,075 |
Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $23,002 |
BENEFIT RESOURCES, INC.3+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $19,819 |
GILBERT ASSOCIATES3+ years Service code 10 · EIN 68-0037990 2880 GATEWAY OAKS DRIVE, SUITE 100 · SACRAMENTO, CA 95833 | Accounting | $14,100 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,282 | $56,443-80.0% | $83,848-86.5% | $55,725-79.8% |
| Participation rate | 91.2% | 72.0%+19.2pp | 76.1%+15.1pp | 70.9%+20.4pp |
| Annual return | 4.63% | 393.67%-389.0pp | 850.88%-846.2pp | 244.93%-240.3pp |
| Employer contribution / active EE | $4,043 | $2,682+50.8% | $3,631+11.4% | $2,078+94.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $182 | $156+16.6% | $5,478-96.7% | $115+58.2% |