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 COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 99 · EIN 13-5581829 | Other Fees | $68,369 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES Service code 16 · EIN 26-4789150 | Consulting | $50,000 |
Filed as: SOBOL VELTRUM AND ASSOCIATES Service code 10 · EIN 25-1898696 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,985 |
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 | $190,913 | $96,458+97.9% | $136,294+40.1% | $77,958+144.9% |
| Participation rate | 95.7% | 75.4%+20.3pp | 81.9%+13.8pp | 71.6%+24.1pp |
| Annual return | 19.08% | 23.78%-4.7pp | 5155.94%-5136.9pp | 20.87%-1.8pp |
| Employer contribution / active EE | $4,589 | $3,144+46.0% | $4,695-2.3% | $2,310+98.6% |
| Participant deferral / active EE | $11,418 | $5,902+93.4% | $6,247+82.8% | $3,537+222.8% |
| Admin fee / account holder | $41 | $80-49.0% | $9,243-99.6% | $97-57.9% |