Filed November 9, 2022 (most recent of 5 filings on file)
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 |
|---|---|---|
FINANCIAL ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $73,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,299 | $67,512+39.7% | $185,823-49.3% | $93,030+1.4% |
| Participation rate | 76.5% | 67.1%+9.4pp | 81.7%-5.2pp | 73.9%+2.6pp |
| Annual return | 19.45% | 21.04%-1.6pp | 122.05%-102.6pp | 158.70%-139.3pp |
| Employer contribution / active EE | $524 | $1,783-70.6% | $5,167-89.9% | $2,706-80.6% |
| Participant deferral / active EE | $4,471 | $3,035+47.3% | $5,568-19.7% | $4,562-2.0% |
| Admin fee / account holder | $40 | $318-87.4% | $16,237-99.8% | $152-73.7% |