Filed October 3, 2025
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 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $5,660 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,875 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,461 | $57,108-62.4% | $94,224-77.2% | $52,331-59.0% |
| Participation rate | 54.3% | 72.9%-18.6pp | 78.8%-24.5pp | 68.1%-13.8pp |
| Annual return | -3.68% | 1.47%-5.2pp | 10.68%-14.4pp | 4.54%-8.2pp |
| Employer contribution / active EE | $969 | $1,735-44.2% | $3,587-73.0% | $1,882-48.5% |
| Participant deferral / active EE | $1,179 | $3,040-61.2% | $4,320-72.7% | $3,022-61.0% |
| Admin fee / account holder | $18 | $546-96.8% | $6,269-99.7% | $592-97.0% |