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 COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 28 · EIN 13-5581829 | Investment Management | $73,594 |
BOSTON WEALTH MANAGEMENT2 years Service code 27 · EIN 81-3399530 | Advisory (Plan) | $66,142 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $158,848-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 17.1%-17.1pp |
| Annual return | 5.76% | 11.97%-6.2pp | 9.49%-3.7pp | 9.82%-4.1pp |
| Employer contribution / active EE | $3,191 | $7,406-56.9% | $24,351-86.9% | $13,587-76.5% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |