Financial Investment Services Insights
Delve into the latest trends and metrics shaping the Financial Investment Services industry. From competitive employer contributions to coverage rates and premiums, gain actionable insights to help your client or HR teams attract, retain, and reward top talent in an increasingly competitive landscape.
Cohort Snapshot
Our database features 178 employers within the Financial Investment Services industry, providing a robust foundation of insights for this sector. By applying additional filters for location or organization size, you can further refine and explore this valuable data.
Leverage these insights to make smarter renewal recommendations for key employee benefits, including:
🩺 Medical
💊 Prescription Drugs
🛡️ Stop Loss
🦷 Dental
👓 Vision
💼 Life Insurance
🕒 Short Term Disability
⏳ Long Term Disability
Plan Design Analysis
Gross Premium Rates
Employee Contributions
Strategic Planning
Plan Prevalence
Voluntary Coverage
Industry Segments
Bnchmrk leverages the North American Industry Classification System (NAICS) for its benchmarking classifications. The Financial Investment Services industry comprises of 14 NAICS codes:
Investment Banking and Securities Dealing
523110Securities Brokerage
523120Commodity Contracts Dealing
523130Commodity Contracts Brokerage
523140Securities and Commodity Exchanges
523210Other Financial Investment Activities
523900Portfolio Management
523920Investment Advice
523930Trust, Fiduciary, and Custody Activities
523991Miscellaneous Financial Investment Activities
523999Pension Funds
525110Open-End Investment Funds
525910Trusts, Estates, and Agency Accounts
525920Other Financial Vehicles
525990Plan Design Analysis
Compare your plan's key metrics against industry benchmarks, visualized through percentile distributions and detailed tabular analysis.
Sample data shown for demonstration
Medical/Rx: HDHP In-Network | Your Plan | Your Rank | Low 25th | Median 50th | High 75th |
|---|---|---|---|---|---|
Individual Deductible | $2,500 | 80th | $5,000 | $3,250 | $2,500 |
Family Deductible | $5,000 | 80th | $10,000 | $6,500 | $5,000 |
Individual Max OOP | $5,000 | 50th | $6,500 | $5,000 | $4,000 |
Family Max OOP | $10,000 | 50th | $13,000 | $10,000 | $8,000 |
Coinsurance | 25% | 15th | 20% | 10% | 0% |
7% of plans are integrated with Health Reimbursement Arrangements (HRAs). | |||||
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Unlock Key Insights to Elevate Your Employee Benefits Expertise
Are you in the employee benefits industry and looking to gain a competitive edge in the Financial Investment Services sector? Bnchmrk's proprietary database empowers your teams with actionable insights to support clients and drive sales success.
By completing this form, you'll receive a sample report showcasing how our insights can enhance your consulting services and help you deliver impactful solutions across all client and sales teams.