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 COMPANY2+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,909 | $55,453-46.1% | $170,442-82.5% | $62,292-52.0% |
| Participation rate | 50.5% | 66.4%-15.8pp | 83.6%-33.1pp | 69.5%-19.0pp |
| Annual return | 14.25% | 21.38%-7.1pp | 205.93%-191.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $316 | $2,164-85.4% | $5,433-94.2% | $2,042-84.5% |
| Participant deferral / active EE | $860 | $2,303-62.7% | $4,939-82.6% | $3,169-72.9% |
| Admin fee / account holder | $6 | $455-98.8% | $13,880-100.0% | $479-98.9% |