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 | $18,339 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,940 |
UNITED BENEFIT PENSIONS INC.2 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $5,937 |
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 | $19,182 | $65,322-70.6% | $70,449-72.8% | $73,488-73.9% |
| Participation rate | 42.4% | 77.0%-34.5pp | 75.1%-32.6pp | 70.7%-28.3pp |
| Annual return | 1.86% | 15.71%-13.9pp | 109.03%-107.2pp | 28.51%-26.7pp |
| Employer contribution / active EE | $931 | $2,460-62.1% | $2,737-66.0% | $2,270-59.0% |
| Participant deferral / active EE | $2,289 | $3,375-32.2% | $3,709-38.3% | $3,740-38.8% |
| Admin fee / account holder | $76 | $214-64.4% | $3,845-98.0% | $513-85.1% |