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 |
|---|---|---|
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $499,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $269,674 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,122 | $117,739+19.0% | $116,228+20.6% | $117,739+19.0% |
| Participation rate | 92.0% | 76.6%+15.4pp | 74.6%+17.5pp | 76.6%+15.4pp |
| Annual return | 15.80% | 17.29%-1.5pp | 90.06%-74.3pp | 17.29%-1.5pp |
| Employer contribution / active EE | $3,212 | $3,746-14.3% | $2,994+7.3% | $3,746-14.3% |
| Participant deferral / active EE | $6,555 | $6,128+7.0% | $4,953+32.3% | $6,128+7.0% |
| Admin fee / account holder | $69 | $112-38.3% | $11,989-99.4% | $112-38.3% |