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 COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $98,109 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,939 |
AMERICAN FUNDS9 years Filed as: CAPITAL STRATEGIES Service code 16 · EIN 26-4789150 | Consulting | $65,000 |
Service code 10 · EIN 25-1031723 | Accounting | $18,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,442 | $122,186+145.1% | $146,958+103.8% | $199,593+50.0% |
| Participation rate | 98.9% | 78.3%+20.6pp | 82.2%+16.7pp | 72.0%+26.9pp |
| Annual return | 15.86% | 30.56%-14.7pp | 418.34%-402.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $6,994 | $4,093+70.9% | $4,933+41.8% | $3,034+130.5% |
| Participant deferral / active EE | $18,064 | $8,502+112.5% | $8,070+123.8% | $5,087+255.1% |
| Admin fee / account holder | $51 | $179-71.2% | $12,998-99.6% | $269-80.9% |