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 ENGINES8 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $76,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,346 | $50,127+58.3% | $149,673-47.0% | $80,160-1.0% |
| Participation rate | 81.6% | 64.3%+17.4pp | 78.8%+2.9pp | 72.9%+8.7pp |
| Annual return | 19.80% | 29.82%-10.0pp | 134.42%-114.6pp | 40.38%-20.6pp |
| Employer contribution / active EE | $529 | $1,865-71.6% | $4,818-89.0% | $2,978-82.2% |
| Participant deferral / active EE | $4,718 | $3,194+47.7% | $5,680-16.9% | $5,017-6.0% |
| Admin fee / account holder | $43 | $153-71.8% | $13,210-99.7% | $145-70.2% |