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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,899 | $52,293-73.4% | $178,490-92.2% | $73,409-81.1% |
| Participation rate | 92.2% | 65.3%+26.9pp | 81.9%+10.3pp | 72.2%+20.1pp |
| Annual return | 17.02% | 34.75%-17.7pp | 151.07%-134.1pp | 59.29%-42.3pp |
| Employer contribution / active EE | $699 | $1,735-59.7% | $5,011-86.0% | $2,234-68.7% |
| Participant deferral / active EE | $1,710 | $2,332-26.7% | $5,202-67.1% | $3,805-55.1% |
| Admin fee / account holder | $24 | $127-81.3% | $13,984-99.8% | $158-84.9% |