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.2 years Service code 10 · EIN 68-0198481 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Accounting | $2,600 |
Filed as: CAPITOL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6817943 333 S. HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping | $1,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,047 | $47,977-22.8% | $154,107-76.0% | $56,287-34.2% |
| Participation rate | 54.1% | 66.2%-12.1pp | 83.0%-29.0pp | 69.9%-15.8pp |
| Annual return | -4.31% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,391 | $2,169-35.9% | $5,298-73.8% | $2,111-34.1% |
| Participant deferral / active EE | $2,220 | $2,392-7.2% | $5,081-56.3% | $3,350-33.7% |
| Admin fee / account holder | $42 | $438-90.3% | $13,411-99.7% | $521-91.9% |