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 | Participant communication; Recordkeep... | $168,699 |
FINANCIAL ENGINES11+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $47,603 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $46,500 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 04-2438005 | Accounting | $10,358 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,331 | $98,727-4.5% | $113,168-16.6% | $85,563+10.2% |
| Participation rate | 94.3% | 80.8%+13.5pp | 76.6%+17.7pp | 66.0%+28.3pp |
| Annual return | 14.18% | 17.43%-3.3pp | 24.27%-10.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $3,693 | $2,907+27.1% | $2,975+24.1% | $2,654+39.2% |
| Participant deferral / active EE | $5,790 | $5,424+6.7% | $5,107+13.4% | $4,375+32.3% |
| Admin fee / account holder | $180 | $357-49.5% | $12,068-98.5% | $834-78.4% |