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: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $21,452 |
BKD, LLP1+ years Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $11,275 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $3,920 |
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 | $22,348 | $38,925-42.6% | $73,843-69.7% | $55,191-59.5% |
| Participation rate | 98.8% | 66.0%+32.8pp | 73.4%+25.4pp | 69.2%+29.7pp |
| Annual return | -1.12% | 6.31%-7.4pp | 2267.84%-2269.0pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,697 | $1,695+0.1% | $2,787-39.1% | $1,899-10.6% |
| Participant deferral / active EE | $1,436 | $2,351-38.9% | $3,583-59.9% | $3,046-52.8% |
| Admin fee / account holder | $197 | $83+137.4% | $4,880-96.0% | $91+116.7% |