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 9-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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $779 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 12 · EIN 06-0566090 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping and information managem... | $431 |
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 | $29,803 | $52,208-42.9% | $86,612-65.6% | $74,419-60.0% |
| Participation rate | 67.0% | 66.3%+0.7pp | 71.7%-4.7pp | 70.7%-3.7pp |
| Annual return | 9.05% | 44.46%-35.4pp | 591.07%-582.0pp | 34.38%-25.3pp |
| Employer contribution / active EE | $1,166 | $2,282-48.9% | $3,022-61.4% | $2,637-55.8% |
| Participant deferral / active EE | $1,606 | $3,383-52.5% | $4,438-63.8% | $4,528-64.5% |
| Admin fee / account holder | $4 | $319-98.7% | $5,614-99.9% | $348-98.8% |