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 | $124,470 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $111,467 |
AMERICAN FUNDS8 years Filed as: CAPITAL STRATEGIES Service code 16 · EIN 26-4789150 | Consulting | $65,000 |
Service code 10 · EIN 25-1031723 | Accounting | $34,500 |
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 | $262,557 | $107,459+144.3% | $135,903+93.2% | $80,160+227.5% |
| Participation rate | 98.9% | 78.0%+20.9pp | 81.9%+17.0pp | 72.9%+26.0pp |
| Annual return | 19.94% | 91.91%-72.0pp | 68.23%-48.3pp | 40.38%-20.4pp |
| Employer contribution / active EE | $6,630 | $3,877+71.0% | $4,856+36.5% | $2,978+122.7% |
| Participant deferral / active EE | $16,824 | $8,195+105.3% | $7,758+116.9% | $5,017+235.3% |
| Admin fee / account holder | $73 | $127-42.7% | $10,762-99.3% | $145-49.8% |