See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 13 · EIN 94-3259323 | Contract Administrator | $241,788 |
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 | $34,357 | $48,698-29.4% | $93,606-63.3% | $199,593-82.8% |
| Participation rate | 72.0% | 63.5%+8.5pp | 68.7%+3.3pp | 72.0%0pp |
| Annual return | 14.73% | 15.34%-0.6pp | 133.20%-118.5pp | 34.25%-19.5pp |
| Employer contribution / active EE | $337 | $1,135-70.3% | $2,420-86.1% | $3,034-88.9% |
| Participant deferral / active EE | $3,091 | $2,817+9.7% | $4,411-29.9% | $5,087-39.2% |
| Admin fee / account holder | $128 | $195-34.5% | $8,285-98.5% | $269-52.5% |