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 | $26,218 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,990 |
UNITED BENEFIT PENSIONS INC.4 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $8,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,330 | $60,989-69.9% | $60,874-69.9% | $66,914-72.6% |
| Participation rate | 53.3% | 74.5%-21.2pp | 73.1%-19.8pp | 69.8%-16.5pp |
| Annual return | -13.74% | -9.60%-4.1pp | 16.90%-30.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,254 | $2,661-52.9% | $2,701-53.6% | $2,544-50.7% |
| Participant deferral / active EE | $2,986 | $3,615-17.4% | $3,817-21.8% | $4,237-29.5% |
| Admin fee / account holder | $102 | $338-69.7% | $3,224-96.8% | $593-82.7% |