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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY3+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,278 | $55,002-63.1% | $59,878-66.1% | $56,287-64.0% |
| Participation rate | 41.8% | 75.9%-34.1pp | 74.7%-32.9pp | 69.9%-28.0pp |
| Annual return | -3.17% | 1.13%-4.3pp | 3.46%-6.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $920 | $2,448-62.4% | $2,722-66.2% | $2,111-56.4% |
| Participant deferral / active EE | $1,885 | $3,121-39.6% | $3,402-44.6% | $3,350-43.7% |
| Admin fee / account holder | $22 | $236-90.6% | $3,590-99.4% | $521-95.8% |