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 |
|---|---|---|
MSI FINANCIAL SERVICES INC.2+ years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $996 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $763 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,888 | $46,100-11.3% | $86,590-52.8% | $69,631-41.3% |
| Participation rate | 63.1% | 67.2%-4.0pp | 73.5%-10.4pp | 70.7%-7.6pp |
| Annual return | 16.89% | 21.02%-4.1pp | 964.84%-947.9pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $3,507 | $1,850+89.6% | $2,839+23.5% | $2,032+72.6% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |