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 55 1095 AVENUES OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $14,939 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $6,088 |
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 | $47,753 | $37,117+28.7% | $147,614-67.7% | $55,191-13.5% |
| Participation rate | 75.0% | 63.6%+11.4pp | 84.6%-9.6pp | 69.2%+5.8pp |
| Annual return | 0.52% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,536 | $1,620+56.5% | $5,564-54.4% | $1,899+33.5% |
| Participant deferral / active EE | $3,946 | $1,985+98.8% | $4,895-19.4% | $3,046+29.5% |
| Admin fee / account holder | $8 | $86-90.6% | $11,611-99.9% | $91-91.1% |