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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $155,864 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,246 | $57,606+468.1% | $67,313+386.2% | $75,289+334.7% |
| Participation rate | 96.5% | 68.2%+28.3pp | 69.1%+27.4pp | 72.4%+24.1pp |
| Annual return | -4.90% | -0.47%-4.4pp | -4.08%-0.8pp | -0.04%-4.9pp |
| Employer contribution / active EE | $0 | $2,206-100.0% | $2,566-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $15,851 | $3,195+396.2% | $3,568+344.2% | $3,739+324.0% |
| Admin fee / account holder | $55 | $83-33.1% | $4,507-98.8% | $102-45.9% |