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 | $202,915 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $118,192 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT Service code 16 · EIN 26-4789150 | Consulting | $58,000 |
Service code 10 · EIN 25-1031723 | Accounting | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $229,931 | $95,388+141.0% | $125,339+83.4% | $77,904+195.1% |
| Participation rate | 97.8% | 78.6%+19.2pp | 82.4%+15.4pp | 73.7%+24.1pp |
| Annual return | -17.39% | 116.19%-133.6pp | 572.05%-589.4pp | 12.21%-29.6pp |
| Employer contribution / active EE | $6,563 | $3,666+79.0% | $4,814+36.3% | $2,848+130.5% |
| Participant deferral / active EE | $16,181 | $7,711+109.8% | $7,446+117.3% | $4,806+236.7% |
| Admin fee / account holder | $101 | $119-15.1% | $10,010-99.0% | $133-23.9% |