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 ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $33,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,915 |
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 4040 EMBASSY PARKWAY · AKRON, OH 44333 | Accounting | $12,669 |
Service code 28 · EIN 52-1542454 | Investment Management | $9,742 |
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 | $137,599 | $56,485+143.6% | $185,823-26.0% | $86,799+58.5% |
| Participation rate | 92.7% | 65.5%+27.2pp | 81.7%+11.0pp | 72.3%+20.4pp |
| Annual return | 14.38% | 118.04%-103.7pp | 122.05%-107.7pp | 97.91%-83.5pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $12,351 | $2,553+383.8% | $5,568+121.8% | $4,131+199.0% |
| Admin fee / account holder | $91 | $150-39.1% | $16,237-99.4% | $170-46.3% |