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 6-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 |
|---|---|---|
BRONX PARENT HOUSING1 year Service code 13 488 E 16TH ST · BRONX, NY 10156 | Contract Administrator | $23,000 |
THE BENEFIT PRACTICE1 year Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $14,475 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,108 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,401 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $1,361 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $260 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 11 | Actuarial | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES LLC Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,401 | $47,722-76.1% | $82,719-86.2% | $64,808-82.4% |
| Participation rate | 35.5% | 67.6%-32.1pp | 72.6%-37.0pp | 71.5%-35.9pp |
| Annual return | -13.37% | -13.05%-0.3pp | 701.18%-714.5pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,533 | $2,179-29.6% | $3,009-49.1% | $2,506-38.8% |
| Participant deferral / active EE | $751 | $3,329-77.5% | $4,395-82.9% | $4,310-82.6% |
| Admin fee / account holder | $109 | $143-23.9% | $5,329-98.0% | $188-42.1% |