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 ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $1,068,799 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $760,010 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,788 | $79,558+156.2% | $115,037+77.1% | $67,505+201.9% |
| Participation rate | 97.6% | 74.3%+23.3pp | 81.4%+16.3pp | 71.2%+26.4pp |
| Annual return | 0.87% | 4.65%-3.8pp | 26.14%-25.3pp | 6.52%-5.7pp |
| Employer contribution / active EE | $3,347 | $2,529+32.3% | $4,608-27.4% | $2,173+54.0% |
| Participant deferral / active EE | $8,343 | $5,510+51.4% | $6,026+38.4% | $3,597+132.0% |
| Admin fee / account holder | $130 | $60+118.0% | $8,175-98.4% | $56+132.2% |