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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,168,173 |
FINANCIAL ENGINES5 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $228,328 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $115,575 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,121 | $77,577-62.5% | $101,794-71.4% | $140,769-79.3% |
| Participation rate | 74.7% | 56.8%+17.9pp | 69.2%+5.5pp | 74.2%+0.5pp |
| Annual return | 16.39% | 14.47%+1.9pp | 30.53%-14.1pp | 16.82%-0.4pp |
| Employer contribution / active EE | $711 | $1,318-46.1% | $2,289-69.0% | $3,906-81.8% |
| Participant deferral / active EE | $1,774 | $2,205-19.5% | $4,084-56.6% | $6,717-73.6% |
| Admin fee / account holder | $49 | $84-42.2% | $8,777-99.4% | $229-78.8% |