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; Share... | $145,880 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $34,681 |
POSTLETHWAITE & NETTERVILLE3 years Service code 10 · EIN 72-2303556 | Accounting | $12,000 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,930 | $67,512+43.6% | $185,823-47.8% | $93,030+4.2% |
| Participation rate | 94.1% | 67.1%+27.0pp | 81.7%+12.4pp | 73.9%+20.2pp |
| Annual return | 15.81% | 21.04%-5.2pp | 122.05%-106.2pp | 158.70%-142.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $5,848 | $3,035+92.7% | $5,568+5.0% | $4,562+28.2% |
| Admin fee / account holder | $25 | $318-92.1% | $16,237-99.8% | $152-83.4% |