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 ENGINES9 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $369,262 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $195,138 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $69,000 |
BLUE CROSS BLUE SHIELD ASSOCIATION10+ years Filed as: BLUECROSS BLUE SHIELD ASSOCIATION Service code 49 · EIN 13-5656874 | Other Services | $27,706 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $14,385 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,284 | $145,516-24.2% | $184,203-40.1% | $99,062+11.3% |
| Participation rate | 95.2% | 90.3%+5.0pp | 86.8%+8.4pp | 71.6%+23.6pp |
| Annual return | 17.44% | 21.23%-3.8pp | 28.81%-11.4pp | 17.66%-0.2pp |
| Employer contribution / active EE | $5,814 | $5,354+8.6% | $6,427-9.5% | $3,262+78.2% |
| Participant deferral / active EE | $9,281 | $8,423+10.2% | $9,131+1.6% | $5,331+74.1% |
| Admin fee / account holder | $82 | $78+5.2% | $13,901-99.4% | $109-25.0% |