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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $13,814 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $2,717 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,728 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,360 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,581 | $46,732-58.1% | $156,549-87.5% | $55,167-64.5% |
| Participation rate | 81.5% | 65.8%+15.7pp | 84.0%-2.5pp | 69.0%+12.5pp |
| Annual return | 25.54% | 17.72%+7.8pp | 32.23%-6.7pp | 169.23%-143.7pp |
| Employer contribution / active EE | $1,171 | $2,105-44.4% | $5,501-78.7% | $1,963-40.3% |
| Participant deferral / active EE | $2,317 | $2,204+5.1% | $4,871-52.4% | $3,054-24.1% |
| Admin fee / account holder | $57 | $418-86.3% | $13,027-99.6% | $504-88.6% |