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 COMPANY5+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services; Direct payment fr... | $220,279 |
I.E. SHAFFER & CO.4 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $162,456 |
PFM ADVISORS5+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
Service code 29 · EIN 22-2353673 | Legal | $29,052 |
MSPC5+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $23,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,801 | $66,051+81.4% | $92,893+29.0% | $77,787+54.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 13.40% | 20.69%-7.3pp | 109.41%-96.0pp | 32.57%-19.2pp |
| Employer contribution / active EE | $8,219 | $3,426+139.9% | $3,653+125.0% | $2,504+228.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $146 | $148-1.0% | $5,794-97.5% | $100+46.2% |