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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $1,189 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE Service code 37 PO BOX 4956 · SYRACUSE, NY 13221 | Loan Processing | $152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,804 | $46,360-68.1% | $147,614-90.0% | $52,331-71.7% |
| Participation rate | 50.0% | 64.9%-14.9pp | 84.6%-34.6pp | 68.1%-18.1pp |
| Annual return | -0.11% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $653 | $2,126-69.3% | $5,564-88.3% | $1,882-65.3% |
| Participant deferral / active EE | $808 | $2,258-64.2% | $4,895-83.5% | $3,022-73.3% |
| Admin fee / account holder | $17 | $766-97.8% | $11,611-99.9% | $592-97.2% |