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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $248,413 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $51,000 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $20,490 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,878 | $130,141-57.1% | $86,677-35.5% | $77,904-28.3% |
| Participation rate | 80.0% | 85.9%-5.9pp | 76.6%+3.5pp | 73.7%+6.4pp |
| Annual return | -16.50% | -12.75%-3.8pp | 35.91%-52.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $2,576 | $3,220-20.0% | $2,836-9.2% | $2,848-9.6% |
| Participant deferral / active EE | $4,075 | $5,757-29.2% | $4,656-12.5% | $4,806-15.2% |
| Admin fee / account holder | $158 | $132+20.2% | $7,493-97.9% | $133+19.5% |