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 | $151,413 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $101,444 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES I Service code 16 · EIN 26-4789150 | Consulting | $54,000 |
Service code 10 · EIN 25-1031723 | Accounting | $15,000 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $1,500 |
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 | $322,362 | $120,450+167.6% | $159,436+102.2% | $93,030+246.5% |
| Participation rate | 97.7% | 78.0%+19.7pp | 82.8%+14.9pp | 73.9%+23.8pp |
| Annual return | 46.83% | 27.11%+19.7pp | 263.57%-216.7pp | 158.70%-111.9pp |
| Employer contribution / active EE | $6,276 | $3,526+78.0% | $4,829+30.0% | $2,706+132.0% |
| Participant deferral / active EE | $15,687 | $7,283+115.4% | $7,352+113.4% | $4,562+243.8% |
| Admin fee / account holder | $90 | $137-33.8% | $10,799-99.2% | $152-40.4% |