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 9-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 13 · EIN 42-0127290 | Contract Administrator | $538,261 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $294,783 |
Filed as: HIGHLAND CONSULTING ASSO Service code 27 · EIN 34-1753575 | Advisory (Plan) | $89,100 |
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 | $94,859 | $159,391-40.5% | $102,423-7.4% | $99,062-4.2% |
| Participation rate | 99.1% | 88.6%+10.6pp | 76.5%+22.7pp | 71.6%+27.5pp |
| Annual return | 13.50% | 19.03%-5.5pp | 29.32%-15.8pp | 17.66%-4.2pp |
| Employer contribution / active EE | $4,502 | $4,207+7.0% | $3,023+48.9% | $3,262+38.0% |
| Participant deferral / active EE | $6,040 | $7,498-19.4% | $5,053+19.5% | $5,331+13.3% |
| Admin fee / account holder | $73 | $159-53.9% | $9,451-99.2% | $109-32.6% |