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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,176 | $36,916-50.8% | $156,549-88.4% | $57,658-68.5% |
| Participation rate | 67.5% | 63.4%+4.1pp | 84.0%-16.5pp | 70.2%-2.7pp |
| Annual return | 1.21% | 12.38%-11.2pp | 32.23%-31.0pp | 5.13%-3.9pp |
| Employer contribution / active EE | $427 | $1,571-72.8% | $5,501-92.2% | $1,974-78.4% |
| Participant deferral / active EE | $632 | $1,926-67.2% | $4,871-87.0% | $3,061-79.4% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |