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 ENGINES3+ years Service code 28 · EIN 77-0473565 | Investment Management | $292,672 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,091 | $102,255+232.6% | $118,746+186.4% | $77,958+336.2% |
| Participation rate | 93.9% | 84.8%+9.1pp | 78.3%+15.7pp | 71.6%+22.3pp |
| Annual return | 13.34% | 65.05%-51.7pp | 24.54%-11.2pp | 20.87%-7.5pp |
| Employer contribution / active EE | $8,735 | $4,931+77.1% | $4,193+108.3% | $2,310+278.1% |
| Participant deferral / active EE | $13,741 | $5,974+130.0% | $5,332+157.7% | $3,537+288.5% |
| Admin fee / account holder | $80 | $79+1.7% | $10,720-99.3% | $97-17.6% |