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 COMPANY9+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,932 |
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 | $39,842 | $69,763-42.9% | $67,502-41.0% | $74,495-46.5% |
| Participation rate | 50.0% | 71.4%-21.4pp | 72.9%-22.9pp | 67.2%-17.2pp |
| Annual return | 14.16% | -40.34%+54.5pp | 3512.12%-3498.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,423 | $2,704-47.4% | $2,731-47.9% | $2,623-45.7% |
| Participant deferral / active EE | $3,247 | $3,636-10.7% | $4,000-18.8% | $4,346-25.3% |
| Admin fee / account holder | $21 | $896-97.6% | $3,998-99.5% | $1,942-98.9% |