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 |
|---|---|---|
XEROX CORPORATION2+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $84,944 |
FINANCIAL ENGINES2+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $38,761 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $14,264 |
Filed as: STATE STREET BANK AND TRUST Service code 15 · EIN 04-6028663 | Recordkeeping | $4,061 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,436 | $80,211+32.7% | $74,183+43.5% | $63,975+66.4% |
| Participation rate | 93.7% | 84.2%+9.6pp | 76.6%+17.1pp | 71.1%+22.6pp |
| Annual return | 5.57% | 14.13%-8.6pp | 17.74%-12.2pp | 48.65%-43.1pp |
| Employer contribution / active EE | $1,107 | $2,553-56.6% | $2,370-53.3% | $2,182-49.2% |
| Participant deferral / active EE | $3,445 | $4,370-21.2% | $3,550-2.9% | $3,356+2.7% |
| Admin fee / account holder | $46 | $67-31.6% | $5,586-99.2% | $70-34.7% |