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 | Shareholder servicing fees; Direct pa... | $258,860 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $20,820 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,286 | $104,697-39.6% | $96,544-34.4% | $80,160-21.1% |
| Participation rate | 96.8% | 86.4%+10.4pp | 76.0%+20.8pp | 72.9%+23.9pp |
| Annual return | 18.09% | 21.78%-3.7pp | 25.84%-7.8pp | 40.38%-22.3pp |
| Employer contribution / active EE | $3,365 | $3,536-4.8% | $2,965+13.5% | $2,978+13.0% |
| Participant deferral / active EE | $5,310 | $6,188-14.2% | $4,851+9.5% | $5,017+5.8% |
| Admin fee / account holder | $135 | $107+26.2% | $8,252-98.4% | $145-7.1% |