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 ENGINES9 years Service code 16 · EIN 94-3250323 | Consulting | $3,317,969 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $2,126,919 |
ALIGHT SOLUTIONS LLC3 years Service code 16 · EIN 82-1061233 | Consulting | $68,004 |
MITCHELL & TITUS, LLP7 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $36,467 |
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 | $242,857 | $106,408+128.2% | $103,464+134.7% | $106,408+128.2% |
| Participation rate | 96.8% | 69.9%+26.9pp | 80.5%+16.3pp | 69.9%+26.9pp |
| Annual return | 12.22% | 17.37%-5.2pp | 23.91%-11.7pp | 17.37%-5.2pp |
| Employer contribution / active EE | $5,621 | $3,361+67.2% | $4,677+20.2% | $3,361+67.2% |
| Participant deferral / active EE | $11,542 | $5,567+107.3% | $6,624+74.3% | $5,567+107.3% |
| Admin fee / account holder | $214 | $79+169.7% | $9,410-97.7% | $79+169.7% |