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 7-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 COMPANY3+ years Filed as: METLIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $13,198,456 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $212,207 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $57,043 |
ALIGHT SOLUTIONS LLC3+ years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 61 | Finders' fees / placement fees; Distr... | $47,679 |
ALIGHT SOLUTIONS LLC3+ years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,048 | $139,268+58.0% | $177,821+23.7% | $106,222+107.2% |
| Participation rate | 90.6% | 91.6%-1.0pp | 87.7%+2.8pp | 70.8%+19.7pp |
| Annual return | 13.44% | 17.20%-3.8pp | 48.32%-34.9pp | 21.69%-8.3pp |
| Employer contribution / active EE | $3,756 | $4,832-22.3% | $5,918-36.5% | $2,723+37.9% |
| Participant deferral / active EE | $8,889 | $7,227+23.0% | $7,714+15.2% | $4,600+93.2% |
| Admin fee / account holder | $386 | $97+298.7% | $12,427-96.9% | $78+392.6% |