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 COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $12,849 |
TRILOGY CAPITAL INC1+ years Filed as: TRILOGY FINANCIAL Service code 51 400 TRADE CENTER · WOBURN, MA 01801 | Investment Mgmt Fees | $6,185 |
Service code 13 · EIN 16-1503696 | Contract Administrator | $5,532 |
NATIONAL PLANNING CORPORATION2+ years Filed as: NATIONAL PLANNING CORP Service code 27 PO BOX 5097 · APPLETON, WA 54912 | Advisory (Plan) | $4,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,302 | $46,732-5.2% | $156,549-71.7% | $55,167-19.7% |
| Participation rate | 46.4% | 65.8%-19.4pp | 84.0%-37.6pp | 69.0%-22.6pp |
| Annual return | 14.40% | 17.72%-3.3pp | 32.23%-17.8pp | 169.23%-154.8pp |
| Employer contribution / active EE | $876 | $2,105-58.4% | $5,501-84.1% | $1,963-55.4% |
| Participant deferral / active EE | $1,833 | $2,204-16.8% | $4,871-62.4% | $3,054-40.0% |
| Admin fee / account holder | $359 | $418-14.2% | $13,027-97.2% | $504-28.7% |