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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $10,001 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $107 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $67 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $221,557 | $46,732+374.1% | $156,549+41.5% | $55,167+301.6% |
| Participation rate | 4.3% | 65.8%-61.5pp | 84.0%-79.7pp | 69.0%-64.7pp |
| Annual return | 2.77% | 17.72%-14.9pp | 32.23%-29.5pp | 169.23%-166.5pp |
| Employer contribution / active EE | $174 | $2,105-91.7% | $5,501-96.8% | $1,963-91.1% |
| Participant deferral / active EE | $459 | $2,204-79.2% | $4,871-90.6% | $3,054-85.0% |
| Admin fee / account holder | $500 | $418+19.5% | $13,027-96.2% | $504-0.8% |