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 |
|---|---|---|
UNITED BENEFIT PENSIONS INC.3 years Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $16,055 |
LPL FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $10,399 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,597 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,815 | $51,197-4.7% | $82,719-41.0% | $66,914-27.0% |
| Participation rate | 63.2% | 67.8%-4.6pp | 72.6%-9.3pp | 69.8%-6.6pp |
| Annual return | -23.32% | -9.64%-13.7pp | 701.18%-724.5pp | 1.58%-24.9pp |
| Employer contribution / active EE | $2,420 | $2,611-7.3% | $3,009-19.6% | $2,544-4.9% |
| Participant deferral / active EE | $4,182 | $3,458+20.9% | $4,395-4.9% | $4,237-1.3% |
| Admin fee / account holder | $171 | $416-58.9% | $5,329-96.8% | $593-71.2% |