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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,693 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 99 · EIN 13-5581829 | Other Fees | $85,266 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES Service code 16 · EIN 26-4789150 | Consulting | $50,000 |
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 | $199,858 | $101,523+96.9% | $141,162+41.6% | $77,787+156.9% |
| Participation rate | 95.3% | 77.4%+18.0pp | 82.5%+12.9pp | 73.2%+22.1pp |
| Annual return | 26.48% | 56.22%-29.7pp | 71.39%-44.9pp | 32.57%-6.1pp |
| Employer contribution / active EE | $5,449 | $3,341+63.1% | $4,735+15.1% | $2,504+117.6% |
| Participant deferral / active EE | $13,134 | $6,434+104.1% | $6,709+95.8% | $3,967+231.1% |
| Admin fee / account holder | $74 | $92-19.6% | $10,261-99.3% | $100-26.5% |