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 | $180,495 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $91,837 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Consulting | $50,000 |
Service code 10 · EIN 25-1031723 | Accounting | $14,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,438 | $127,481+80.0% | $149,696+53.3% | $90,288+154.1% |
| Participation rate | 96.0% | 78.2%+17.8pp | 82.5%+13.5pp | 73.4%+22.6pp |
| Annual return | 20.19% | 57.78%-37.6pp | 276.60%-256.4pp | 53.97%-33.8pp |
| Employer contribution / active EE | $5,355 | $3,448+55.3% | $4,644+15.3% | $2,524+112.1% |
| Participant deferral / active EE | $13,510 | $6,975+93.7% | $6,842+97.5% | $4,232+219.2% |
| Admin fee / account holder | $107 | $152-29.4% | $9,309-98.8% | $114-6.1% |