See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,672 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,821 | $65,908-82.1% | $81,812-85.6% | $77,643-84.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 6.68% | 26.64%-20.0pp | 773.79%-767.1pp | 31.24%-24.6pp |
| Employer contribution / active EE | $659 | $2,370-72.2% | $2,912-77.4% | $2,726-75.8% |
| Participant deferral / active EE | $1,734 | $3,505-50.5% | $4,319-59.9% | $4,647-62.7% |
| Admin fee / account holder | $4 | $526-99.2% | $7,386-99.9% | $430-99.1% |