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 Service code 49 · EIN 13-3175978 | Other Services | $59,185 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,491 |
NEW ENGLAND SECURITIES1+ years Service code 49 · EIN 04-2436412 | Other Services | $16,572 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 49 · EIN 04-2530412 | Other Services | $16,293 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,509 | $37,117+46.9% | $147,614-63.1% | $55,191-1.2% |
| Participation rate | 98.0% | 63.6%+34.4pp | 84.6%+13.3pp | 69.2%+28.8pp |
| Annual return | 1.53% | 3.44%-1.9pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,196 | $1,985+262.4% | $4,895+47.0% | $3,046+136.2% |
| Admin fee / account holder | $75 | $86-12.6% | $11,611-99.4% | $91-17.6% |