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 ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $20,840 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 4040 EMBASSY PARKWAY · AKRON, OH 44333 | Accounting | $12,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,111 |
Service code 28 · EIN 52-1542454 | Investment Management | $7,723 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,607 | $56,095+61.5% | $178,490-49.2% | $90,288+0.4% |
| Participation rate | 85.1% | 65.6%+19.5pp | 81.9%+3.2pp | 73.4%+11.7pp |
| Annual return | 17.64% | 28.81%-11.2pp | 151.07%-133.4pp | 53.97%-36.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,776 | $2,669+116.5% | $5,202+11.0% | $4,232+36.5% |
| Admin fee / account holder | $54 | $101-46.7% | $13,984-99.6% | $114-53.0% |