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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 13 · EIN 94-3250323 | Contract Administrator | $132,435 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,960 | $80,724+89.5% | $103,333+48.0% | $74,495+105.3% |
| Participation rate | 99.1% | 65.7%+33.5pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 10.29% | 27.56%-17.3pp | 24.88%-14.6pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $11,022 | $3,157+249.1% | $3,868+185.0% | $2,623+320.2% |
| Participant deferral / active EE | $7,902 | $3,860+104.7% | $5,057+56.2% | $4,346+81.8% |
| Admin fee / account holder | $635 | $2,368-73.2% | $8,355-92.4% | $1,942-67.3% |