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 ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,731,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,069,939 |
Filed as: RUSSELL INVESTMENT MANAGEMENT LLC Service code 16 · EIN 81-1735291 | Consulting | $164,810 |
Service code 16 · EIN 53-0181291 | Consulting | $52,179 |
Service code 49 | Other Services | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,563 | $89,394+189.2% | $93,789+175.7% | $89,394+189.2% |
| Participation rate | 99.1% | 71.3%+27.8pp | 81.0%+18.2pp | 71.3%+27.8pp |
| Annual return | -13.28% | -11.89%-1.4pp | -11.33%-2.0pp | -11.89%-1.4pp |
| Employer contribution / active EE | $8,741 | $3,022+189.3% | $4,323+102.2% | $3,022+189.3% |
| Participant deferral / active EE | $11,963 | $5,123+133.5% | $6,094+96.3% | $5,123+133.5% |
| Admin fee / account holder | $249 | $79+213.5% | $7,195-96.5% | $79+213.5% |