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 & BROTHERS5+ years Filed as: GENOVESE BURFORD AND BROTHERS LLC Service code 27 · EIN 45-5146130 1515 RESPONSE ROAD · SACRAMENTO, CA 958154805 | Advisory (Plan) | $41,909 |
Service code 13 · EIN 94-0453910 3695 BLECKLEY STREET · MATHER, CA 956554133 | Contract Administrator | $29,599 |
BENEFIT RESOURCES, INC.5+ years Service code 13 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $26,492 |
GILBERT ASSOCIATES5+ years Service code 10 · EIN 68-0037990 2880 GATEWAY OAKS DRIVE, SUITE 100 · SACRAMENTO, CA 95833 | Accounting | $14,776 |
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 | $13,760 | $91,517-85.0% | $101,248-86.4% | $73,409-81.3% |
| Participation rate | 92.9% | 73.8%+19.1pp | 75.8%+17.0pp | 72.2%+20.7pp |
| Annual return | 10.55% | 17.17%-6.6pp | 46.47%-35.9pp | 59.29%-48.7pp |
| Employer contribution / active EE | $5,269 | $2,877+83.2% | $3,660+44.0% | $2,234+135.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $172 | $216-20.2% | $5,945-97.1% | $158+9.0% |