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 | $23,831 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $5,564 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $27,518 | $37,117-25.9% | $147,614-81.4% | $55,191-50.1% |
| Participation rate | 66.9% | 63.6%+3.3pp | 84.6%-17.7pp | 69.2%-2.3pp |
| Annual return | 0.12% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $573 | $1,620-64.7% | $5,564-89.7% | $1,899-69.8% |
| Participant deferral / active EE | $1,946 | $1,985-2.0% | $4,895-60.3% | $3,046-36.1% |
| Admin fee / account holder | $67 | $86-21.2% | $11,611-99.4% | $91-25.7% |