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 COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 51 · EIN 13-5581829 2300 LAKEVIEW PKWY STE 600 · ALPHARETTA, GA 30009 | Investment Mgmt Fees | $41,238 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 72 · EIN 94-1347393 420 MONTGOMERY ST · SAN FRANCISCO, CA 94163 | Other investment fees and expenses | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,532 | $80,976-82.1% | $185,117-92.1% | $80,976-82.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 77.3%+22.7pp | 68.3%+31.7pp |
| Annual return | 12.26% | 22.91%-10.6pp | 40.50%-28.2pp | 22.91%-10.6pp |
| Employer contribution / active EE | $0 | $2,402-100.0% | $4,182-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $2,388 | $3,848-37.9% | $5,045-52.7% | $3,848-37.9% |
| Admin fee / account holder | $0 | $67-100.0% | $8,159-100.0% | $67-100.0% |