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 Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Direct payment from the plan; Insuran... | $241,328 |
I.E. SHAFFER & CO.8 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $152,077 |
MSPC9+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $32,379 |
PFM ADVISORS9+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
Service code 50 · EIN 22-2353673 | Direct Payment | $17,816 |
ALLSPRING2 years Filed as: ALLSPRING FUNDS MANAGEMENT, LLC Service code 28 1415 VANTAGE PARK DRIVE, 3RD FLOOR · CHARLOTTE, NC 28203 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 94-2948313 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 25-6201104 | Investment Management | $0 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 20-4776225 | Investment Management | $0 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 20-4530738 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,069 | $92,971+51.7% | $96,683+45.9% | $74,419+89.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.66% | 37.49%-25.8pp | 35.69%-24.0pp | 34.38%-22.7pp |
| Employer contribution / active EE | $13,982 | $3,426+308.2% | $3,737+274.2% | $2,637+430.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $167 | $633-73.7% | $6,730-97.5% | $348-52.1% |