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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $2,939,070 |
FINANCIAL ENGINES4 years Service code 16 · EIN 94-3250323 | Consulting | $2,399,728 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $171,315 |
AON CONSULTING5+ years Service code 16 · EIN 22-2232264 | Consulting | $81,099 |
Service code 11 · EIN 53-0181291 | Actuarial | $20,443 |
EXELON BUSINESS SERVICES CO3 years Service code 14 · EIN 23-3063219 | Plan Administrator | $0 |
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 | $232,768 | $89,569+159.9% | $105,387+120.9% | $89,569+159.9% |
| Participation rate | 95.7% | 69.6%+26.2pp | 82.6%+13.2pp | 69.6%+26.2pp |
| Annual return | 19.29% | 34.56%-15.3pp | 26.82%-7.5pp | 34.56%-15.3pp |
| Employer contribution / active EE | $4,822 | $2,584+86.6% | $4,213+14.4% | $2,584+86.6% |
| Participant deferral / active EE | $10,537 | $4,220+149.7% | $5,502+91.5% | $4,220+149.7% |
| Admin fee / account holder | $133 | $72+85.3% | $6,559-98.0% | $72+85.3% |