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 |
|---|---|---|
MET WEST FUNDS1+ years Filed as: MET LIFE INSURANCE COMPANY Service code 15 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping | $4,206 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,465 | $46,732-47.6% | $156,549-84.4% | $55,167-55.7% |
| Participation rate | 83.8% | 65.8%+18.0pp | 84.0%-0.2pp | 69.0%+14.8pp |
| Annual return | 4.93% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,347 | $2,204+6.5% | $4,871-51.8% | $3,054-23.2% |
| Admin fee / account holder | $22 | $418-94.8% | $13,027-99.8% | $504-95.7% |