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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $19,418 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $436 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $293 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $154 |
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 | $13,818 | $36,916-62.6% | $156,549-91.2% | $57,658-76.0% |
| Participation rate | 64.7% | 63.4%+1.2pp | 84.0%-19.4pp | 70.2%-5.6pp |
| Annual return | 6.83% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $962 | $1,571-38.8% | $5,501-82.5% | $1,974-51.3% |
| Participant deferral / active EE | $643 | $1,926-66.6% | $4,871-86.8% | $3,061-79.0% |
| Admin fee / account holder | $47 | $82-43.1% | $13,027-99.6% | $95-50.4% |