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 |
|---|---|---|
Filed as: METLIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,132 | $62,928-80.7% | $172,739-93.0% | $67,579-82.0% |
| Participation rate | 85.5% | 64.5%+21.0pp | 82.6%+2.8pp | 71.3%+14.2pp |
| Annual return | 24.54% | 30.36%-5.8pp | 802.84%-778.3pp | 378.56%-354.0pp |
| Employer contribution / active EE | $305 | $1,636-81.4% | $5,143-94.1% | $2,148-85.8% |
| Participant deferral / active EE | $1,265 | $2,145-41.0% | $5,198-75.7% | $3,539-64.3% |
| Admin fee / account holder | $24 | $167-85.4% | $13,954-99.8% | $142-82.9% |