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 | Investment management; Sales loads (f... | $82,004 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $35,000 |
Filed as: METLIFE INSURANCE COMPANY Service code 15 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,120 | $50,127+63.8% | $149,673-45.1% | $80,160+2.4% |
| Participation rate | 70.1% | 64.3%+5.8pp | 78.8%-8.7pp | 72.9%-2.8pp |
| Annual return | 15.83% | 29.82%-14.0pp | 134.42%-118.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $35 | $1,865-98.1% | $4,818-99.3% | $2,978-98.8% |
| Participant deferral / active EE | $4,623 | $3,194+44.8% | $5,680-18.6% | $5,017-7.9% |
| Admin fee / account holder | $53 | $153-65.1% | $13,210-99.6% | $145-63.2% |