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/CREATIVE FINANCI Service code 13 200 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $89,602 | $52,519+70.6% | $155,790-42.5% | $59,632+50.3% |
| Participation rate | 10.4% | 61.7%-51.3pp | 76.1%-65.6pp | 68.7%-58.2pp |
| Annual return | -1.12% | 53.51%-54.6pp | 71.54%-72.7pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,920 | $3,084+27.1% | $4,797-18.3% | $3,192+22.8% |
| Admin fee / account holder | $365 | $3,540-89.7% | $7,478-95.1% | $4,297-91.5% |