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 Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $2,237 |
MSI FINANCIAL SERVICES INC.1+ years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,415 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,046 |
METLIFE LIFE INSURANCE COMPANY1+ 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.
Participant 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 | $145,503 | $39,859+265.0% | $78,689+84.9% | $57,658+152.4% |
| Participation rate | 4.7% | 66.1%-61.4pp | 73.6%-68.9pp | 70.2%-65.5pp |
| Annual return | 6.24% | 18.96%-12.7pp | 62.18%-55.9pp | 5.13%+1.1pp |
| Employer contribution / active EE | $3,028 | $1,786+69.6% | $2,851+6.2% | $1,974+53.4% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |