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 | $4,902 |
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.
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 | $15,309 | $37,117-58.8% | $147,614-89.6% | $55,191-72.3% |
| Participation rate | 37.2% | 63.6%-26.4pp | 84.6%-47.4pp | 69.2%-31.9pp |
| Annual return | -0.36% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $275 | $1,620-83.0% | $5,564-95.1% | $1,899-85.5% |
| Participant deferral / active EE | $339 | $1,985-82.9% | $4,895-93.1% | $3,046-88.9% |
| Admin fee / account holder | $30 | $86-64.9% | $11,611-99.7% | $91-66.9% |