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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT, INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $106,901 |
FINANCIAL ENGINES6+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $43,626 |
XEROX CORPORATION6+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $18,966 |
Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-6028663 | Recordkeeping | $16,509 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $6,509 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $5,636 |
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 | $122,000 | $79,519+53.4% | $95,952+27.1% | $73,409+66.2% |
| Participation rate | 75.7% | 81.2%-5.5pp | 77.1%-1.4pp | 72.2%+3.5pp |
| Annual return | 9.15% | 19.20%-10.0pp | 91.61%-82.5pp | 59.29%-50.1pp |
| Employer contribution / active EE | $917 | $2,048-55.2% | $2,541-63.9% | $2,234-58.9% |
| Participant deferral / active EE | $3,040 | $4,138-26.5% | $4,167-27.0% | $3,805-20.1% |
| Admin fee / account holder | $105 | $184-42.9% | $6,795-98.5% | $158-33.3% |