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 |
|---|---|---|
Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $16,296 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,964 |
Filed as: UNITED BENEFIT PENSIONS INC Service code 13 | Contract Administrator | $3,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $18,926 | $95,542-80.2% | $69,455-72.8% | $67,579-72.0% |
| Participation rate | 34.3% | 79.4%-45.0pp | 74.6%-40.3pp | 71.3%-37.0pp |
| Annual return | 3.91% | 17.67%-13.8pp | 28.97%-25.1pp | 378.56%-374.6pp |
| Employer contribution / active EE | $1,440 | $2,989-51.8% | $2,779-48.2% | $2,148-32.9% |
| Participant deferral / active EE | $1,943 | $3,263-40.5% | $3,535-45.0% | $3,539-45.1% |
| Admin fee / account holder | $70 | $90-21.8% | $3,839-98.2% | $142-50.6% |