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 COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $15,647 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $2,747 |
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 | $26,049 | $37,039-29.7% | $147,614-82.4% | $59,188-56.0% |
| Participation rate | 83.9% | 63.8%+20.1pp | 84.6%-0.8pp | 69.4%+14.4pp |
| Annual return | 1.01% | 7.19%-6.2pp | 61.98%-61.0pp | 5.51%-4.5pp |
| Employer contribution / active EE | $133 | $1,353-90.2% | $5,564-97.6% | $2,098-93.7% |
| Participant deferral / active EE | $2,400 | $2,094+14.6% | $4,895-51.0% | $3,265-26.5% |
| Admin fee / account holder | $2 | $60-96.7% | $11,611-100.0% | $92-97.9% |