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 COMPANY2+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,531 | $55,453-16.1% | $170,442-72.7% | $62,292-25.3% |
| Participation rate | 37.8% | 66.4%-28.5pp | 83.6%-45.8pp | 69.5%-31.7pp |
| Annual return | 9.95% | 21.38%-11.4pp | 205.93%-196.0pp | 28.90%-18.9pp |
| Employer contribution / active EE | $650 | $2,164-69.9% | $5,433-88.0% | $2,042-68.2% |
| Participant deferral / active EE | $945 | $2,303-58.9% | $4,939-80.9% | $3,169-70.2% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |