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 ENGINES5+ years Service code 28 · EIN 77-0473565 | Investment Management | $290,210 |
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 | $324,210 | $113,995+184.4% | $127,761+153.8% | $77,787+316.8% |
| Participation rate | 94.2% | 85.7%+8.5pp | 79.0%+15.2pp | 73.2%+21.0pp |
| Annual return | 17.04% | 26.09%-9.1pp | 26.14%-9.1pp | 32.57%-15.5pp |
| Employer contribution / active EE | $9,546 | $6,012+58.8% | $4,574+108.7% | $2,504+281.2% |
| Participant deferral / active EE | $15,064 | $7,267+107.3% | $6,021+150.2% | $3,967+279.7% |
| Admin fee / account holder | $88 | $108-18.6% | $9,395-99.1% | $100-12.4% |