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 COMPANY5+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,852 |
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 | $31,315 | $65,322-52.1% | $70,449-55.5% | $73,488-57.4% |
| Participation rate | 50.0% | 77.0%-27.0pp | 75.1%-25.1pp | 70.7%-20.7pp |
| Annual return | 28.93% | 15.71%+13.2pp | 109.03%-80.1pp | 28.51%+0.4pp |
| Employer contribution / active EE | $1,196 | $2,460-51.4% | $2,737-56.3% | $2,270-47.3% |
| Participant deferral / active EE | $2,527 | $3,375-25.1% | $3,709-31.9% | $3,740-32.4% |
| Admin fee / account holder | $22 | $214-89.6% | $3,845-99.4% | $513-95.7% |