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 year Filed as: EDELMAN FIANCIAL SERVICES, LLC Service code 27 · EIN 81-0672613 | Advisory (Plan) | $8,841 |
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 | $130,645 | $59,186+120.7% | $76,768+70.2% | $56,287+132.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.81% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.1pp |
| Employer contribution / active EE | $7,007 | $1,759+298.4% | $2,485+181.9% | $2,111+231.9% |
| Participant deferral / active EE | $5,619 | $3,255+72.6% | $3,852+45.9% | $3,350+67.8% |
| Admin fee / account holder | $43 | $489-91.2% | $6,675-99.4% | $521-91.7% |