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 ENGINES7 years Service code 16 · EIN 94-3250323 | Consulting | $2,565,573 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $1,541,723 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $322,057 |
MITCHELL & TITUS, LLP5 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $100,225 |
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 | $207,515 | $89,394+132.1% | $93,789+121.3% | $89,394+132.1% |
| Participation rate | 95.9% | 71.3%+24.7pp | 81.0%+15.0pp | 71.3%+24.7pp |
| Annual return | -53.83% | -11.89%-41.9pp | -11.33%-42.5pp | -11.89%-41.9pp |
| Employer contribution / active EE | $4,778 | $3,022+58.1% | $4,323+10.5% | $3,022+58.1% |
| Participant deferral / active EE | $11,683 | $5,123+128.0% | $6,094+91.7% | $5,123+128.0% |
| Admin fee / account holder | $181 | $79+128.5% | $7,195-97.5% | $79+128.5% |