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 7-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 |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT LLC Service code 28 · EIN 82-2405817 | Investment Management | $298,724 |
WILLIAM BLAIR7+ years Service code 28 · EIN 47-2614791 | Investment Management | $123,229 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,658 |
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $85,679 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 81-4017137 | Investment Management | $31,222 |
See 1 actuary disclosure. $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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 4.81% | 9.22%-4.4pp | 8.80%-4.0pp | 9.22%-4.4pp |
| Employer contribution / active EE | $7,491 | $13,567-44.8% | $29,429-74.5% | $13,567-44.8% |
| Participant deferral / active EE | $0 | $575-100.0% | $58-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |