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 | Sales loads (front end and deferred);... | $182,764 |
FINANCIAL ENGINES10+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $88,020 |
FINANCIAL ENGINES5 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $19,980 |
MERCER1 year Service code 26 · EIN 30-0282430 | Advisory (Participants) | $18,605 |
NATIONAL FINANCIAL SERVICES8 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 | $72,365 | $110,299-34.4% | $102,423-29.3% | $199,593-63.7% |
| Participation rate | 95.3% | 86.3%+9.0pp | 76.5%+18.8pp | 72.0%+23.3pp |
| Annual return | 12.88% | 35.73%-22.9pp | 29.32%-16.4pp | 34.25%-21.4pp |
| Employer contribution / active EE | $3,642 | $3,603+1.1% | $3,023+20.5% | $3,034+20.0% |
| Participant deferral / active EE | $5,771 | $6,376-9.5% | $5,053+14.2% | $5,087+13.5% |
| Admin fee / account holder | $160 | $122+31.0% | $9,451-98.3% | $269-40.4% |