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 ENGINES3+ years Filed as: EDELMAN FINANCIAL SERVICES, LLC Service code 27 · EIN 81-0672613 | Advisory (Plan) | $7,895 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,649 | $64,909+112.1% | $82,313+67.2% | $62,292+121.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.57% | 21.18%-8.6pp | 25.88%-13.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $8,246 | $1,676+392.0% | $2,428+239.6% | $2,042+303.8% |
| Participant deferral / active EE | $5,915 | $3,103+90.6% | $3,706+59.6% | $3,169+86.6% |
| Admin fee / account holder | $92 | $440-79.2% | $5,608-98.4% | $479-80.9% |