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 ENGINES8 years Service code 16 · EIN 94-3250323 | Consulting | $1,873,264 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $1,563,620 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $135,615 |
MITCHELL & TITUS, LLP6 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $34,730 |
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 | $227,314 | $96,393+135.8% | $112,887+101.4% | $96,393+135.8% |
| Participation rate | 93.6% | 71.3%+22.4pp | 80.5%+13.1pp | 71.3%+22.4pp |
| Annual return | 15.12% | 22.88%-7.8pp | 34.10%-19.0pp | 22.88%-7.8pp |
| Employer contribution / active EE | $5,250 | $3,238+62.1% | $4,563+15.1% | $3,238+62.1% |
| Participant deferral / active EE | $11,121 | $5,455+103.9% | $6,513+70.7% | $5,455+103.9% |
| Admin fee / account holder | $141 | $74+90.2% | $7,047-98.0% | $74+90.2% |