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 ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 13 · EIN 94-3250323 | Contract Administrator | $95,197 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,718 | $82,917-70.2% | $103,333-76.1% | $77,643-68.2% |
| Participation rate | 84.1% | 71.6%+12.5pp | 74.5%+9.6pp | 70.6%+13.5pp |
| Annual return | 10.91% | 19.13%-8.2pp | 24.88%-14.0pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,331 | $3,552-62.5% | $3,868-65.6% | $2,726-51.2% |
| Participant deferral / active EE | $5,316 | $4,108+29.4% | $5,057+5.1% | $4,647+14.4% |
| Admin fee / account holder | $97 | $638-84.7% | $8,355-98.8% | $430-77.4% |