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 COMPANY4+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,655 |
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 | $23,657 | $60,795-61.1% | $69,455-65.9% | $65,185-63.7% |
| Participation rate | 42.0% | 74.9%-32.9pp | 74.6%-32.6pp | 70.2%-28.2pp |
| Annual return | 20.87% | 17.46%+3.4pp | 28.97%-8.1pp | 29.38%-8.5pp |
| Employer contribution / active EE | $912 | $2,452-62.8% | $2,779-67.2% | $2,177-58.1% |
| Participant deferral / active EE | $2,091 | $3,162-33.9% | $3,535-40.8% | $3,514-40.5% |
| Admin fee / account holder | $22 | $314-92.9% | $3,839-99.4% | $847-97.4% |