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 8-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 COMPANY3+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $7,438 |
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.
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 | $67,188 | $47,456+41.6% | $172,739-61.1% | $77,787-13.6% |
| Participation rate | 41.0% | 66.3%-25.3pp | 82.6%-41.6pp | 73.2%-32.2pp |
| Annual return | 14.88% | 35.57%-20.7pp | 802.84%-788.0pp | 32.57%-17.7pp |
| Employer contribution / active EE | $361 | $1,574-77.1% | $5,143-93.0% | $2,504-85.6% |
| Participant deferral / active EE | $2,093 | $2,560-18.2% | $5,198-59.7% | $3,967-47.2% |
| Admin fee / account holder | $9 | $81-89.4% | $13,954-99.9% | $100-91.4% |