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 9-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 CO Service code 15 · EIN 13-5581829 | Recordkeeping | $24,551 |
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $12,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $49,308 | $43,110+14.4% | $156,549-68.5% | $65,292-24.5% |
| Participation rate | 62.8% | 69.3%-6.6pp | 84.0%-21.3pp | 72.4%-9.7pp |
| Annual return | 0.00% | 11.24%-11.2pp | 32.23%-32.2pp | 11.84%-11.8pp |
| Employer contribution / active EE | $437 | $1,702-74.3% | $5,501-92.0% | $2,302-81.0% |
| Participant deferral / active EE | $670 | $2,520-73.4% | $4,871-86.2% | $3,579-81.3% |
| Admin fee / account holder | $5 | $47-88.9% | $13,027-100.0% | $57-90.8% |