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 |
|---|---|---|
METRO BENEFITS, INC.1+ years Filed as: METRO BENEFITS, INC Service code 17 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 152375232 | Pension Consulting | $5,491 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,485 | $43,423-29.8% | $78,689-61.3% | $55,167-44.7% |
| Participation rate | 65.2% | 68.0%-2.8pp | 73.6%-8.4pp | 69.0%-3.8pp |
| Annual return | 7.62% | 11.53%-3.9pp | 62.18%-54.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $517 | $1,997-74.1% | $2,851-81.9% | $1,963-73.7% |
| Participant deferral / active EE | $2,074 | $2,509-17.3% | $3,517-41.0% | $3,054-32.1% |
| Admin fee / account holder | $47 | $416-88.8% | $4,510-99.0% | $504-90.7% |