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+ years Filed as: EDELMAN FINANCIAL SERVICES, LLC Service code 27 · EIN 81-0672613 | Advisory (Plan) | $28,835 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $14,774 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,776 | $72,177-61.5% | $115,037-75.9% | $59,632-53.4% |
| Participation rate | 92.8% | 72.6%+20.2pp | 81.4%+11.4pp | 68.7%+24.1pp |
| Annual return | -3.52% | 12.02%-15.5pp | 26.14%-29.7pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $2,198 | $2,841-22.7% | $4,608-52.3% | $2,203-0.2% |
| Participant deferral / active EE | $7,237 | $4,783+51.3% | $6,026+20.1% | $3,192+126.7% |
| Admin fee / account holder | $387 | $4,927-92.2% | $8,175-95.3% | $4,297-91.0% |