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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $258,496 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $64,134 | $45,382+41.3% | $154,107-58.4% | $75,289-14.8% |
| Participation rate | 78.9% | 65.9%+13.0pp | 83.0%-4.1pp | 72.4%+6.5pp |
| Annual return | -4.38% | -0.47%-3.9pp | 735.12%-739.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,260 | $2,384+78.7% | $5,081-16.1% | $3,739+13.9% |
| Admin fee / account holder | $25 | $89-72.4% | $13,411-99.8% | $102-75.9% |