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 COMPANY8+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,111 | $65,557-48.0% | $64,056-46.7% | $71,457-52.3% |
| Participation rate | 48.4% | 73.2%-24.8pp | 72.3%-23.9pp | 67.9%-19.5pp |
| Annual return | 19.60% | 18.94%+0.7pp | 33.69%-14.1pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,162 | $2,669-56.5% | $2,747-57.7% | $2,588-55.1% |
| Participant deferral / active EE | $2,892 | $3,626-20.2% | $3,880-25.5% | $4,289-32.6% |
| Admin fee / account holder | $22 | $616-96.5% | $3,068-99.3% | $1,587-98.6% |