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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $4,656,930 |
Service code 37 · EIN 04-2647786 | Loan Processing | $827,174 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 | Bank Trustee | $719,581 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 | Custodial (other than securities); Cu... | $1,307 |
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 | $240,481 | $89,569+168.5% | $105,387+128.2% | $89,569+168.5% |
| Participation rate | 99.1% | 69.6%+29.5pp | 82.6%+16.5pp | 69.6%+29.5pp |
| Annual return | 19.01% | 34.56%-15.5pp | 26.82%-7.8pp | 34.56%-15.5pp |
| Employer contribution / active EE | $7,306 | $2,584+182.7% | $4,213+73.4% | $2,584+182.7% |
| Participant deferral / active EE | $10,087 | $4,220+139.0% | $5,502+83.3% | $4,220+139.0% |
| Admin fee / account holder | $143 | $72+100.3% | $6,559-97.8% | $72+100.3% |