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 | Distribution (12b-1) fees; Investment... | $127,135 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $50,229 |
POSTLETHWAITE & NETTERVILLE2 years Service code 10 · EIN 72-2303556 | Accounting | $19,000 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $84,228 | $56,095+50.2% | $178,490-52.8% | $90,288-6.7% |
| Participation rate | 91.9% | 65.6%+26.4pp | 81.9%+10.0pp | 73.4%+18.6pp |
| Annual return | 14.63% | 28.81%-14.2pp | 151.07%-136.4pp | 53.97%-39.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,399 | $2,669+102.3% | $5,202+3.8% | $4,232+27.6% |
| Admin fee / account holder | $34 | $101-65.7% | $13,984-99.8% | $114-69.8% |