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 COMPANY1+ years Filed as: METLIFE SECURITIES, INC. Service code 26 · EIN 13-4075851 300 DAVIDSON AVE. EAST WING · SOMERSET, NJ 088734175 | Advisory (Participants) | $0 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,833 | $68,408-88.6% | $57,179-86.3% | $57,658-86.4% |
| Participation rate | 93.3% | 79.1%+14.1pp | 75.3%+17.9pp | 70.2%+23.1pp |
| Annual return | 0.14% | 8.51%-8.4pp | 14.59%-14.4pp | 5.13%-5.0pp |
| Employer contribution / active EE | $1,676 | $2,869-41.6% | $2,682-37.5% | $1,974-15.1% |
| Participant deferral / active EE | $2,252 | $2,903-22.4% | $3,096-27.3% | $3,061-26.4% |
| Admin fee / account holder | $5 | $70-93.3% | $3,139-99.9% | $95-95.0% |