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 COMPANY3+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $33,287 | $47,977-30.6% | $154,107-78.4% | $56,287-40.9% |
| Participation rate | 54.1% | 66.2%-12.1pp | 83.0%-29.0pp | 69.9%-15.8pp |
| Annual return | -0.81% | 3.54%-4.3pp | 735.12%-735.9pp | -9.96%+9.2pp |
| Employer contribution / active EE | $162 | $2,169-92.5% | $5,298-96.9% | $2,111-92.3% |
| Participant deferral / active EE | $786 | $2,392-67.1% | $5,081-84.5% | $3,350-76.5% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.6% |