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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6 years Filed as: EDELMAN FINANCIAL ENGINES, INC Service code 28 · EIN 47-5324976 | Investment Management | $26,884 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $19,458 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $3,357 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,303 | $59,417-13.7% | $93,606-45.2% | $74,495-31.1% |
| Participation rate | 82.8% | 59.7%+23.1pp | 68.7%+14.0pp | 67.2%+15.6pp |
| Annual return | 12.77% | 81.83%-69.1pp | 133.20%-120.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,132 | $1,264+68.7% | $2,420-11.9% | $2,623-18.7% |
| Participant deferral / active EE | $4,330 | $3,050+42.0% | $4,411-1.8% | $4,346-0.4% |
| Admin fee / account holder | $388 | $3,021-87.1% | $8,285-95.3% | $1,942-80.0% |