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: METLIFE SECURITIES INC Service code 55 · EIN 04-3523567 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $35,580 |
NEW ENGLAND SECURITIES1+ years Service code 55 399 BOYLSTON ST · BOSTON, MA 02116 | Other Commissions | $19,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
Filed as: FIDELITY INVEST INST OPER CO INC. Service code 60 | Sub-TA Fees | $0 |
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 | $63,232 | $72,770-13.1% | $67,652-6.5% | $55,191+14.6% |
| Participation rate | 74.9% | 78.8%-3.9pp | 75.7%-0.7pp | 69.2%+5.8pp |
| Annual return | 16.13% | -3.26%+19.4pp | 6625.04%-6608.9pp | 10.78%+5.4pp |
| Employer contribution / active EE | $2,108 | $1,769+19.2% | $2,266-6.9% | $1,899+11.0% |
| Participant deferral / active EE | $6,228 | $3,408+82.7% | $3,560+74.9% | $3,046+104.4% |
| Admin fee / account holder | $8 | $79-89.7% | $4,821-99.8% | $91-91.1% |