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 year Filed as: FINANCIAL ENGINES, INC Service code 28 · EIN 94-3250323 | Investment Management | $10,234 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $6,698 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $1,151 |
Filed as: CHARLES SCHWAB TRUST COMPANY NORTH Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,586 | $42,548-49.3% | $74,550-71.0% | $56,287-61.7% |
| Participation rate | 93.8% | 60.5%+33.4pp | 69.1%+24.7pp | 69.9%+24.0pp |
| Annual return | -7.36% | 12.40%-19.8pp | 32.53%-39.9pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,693 | $855+98.0% | $1,961-13.6% | $2,111-19.8% |
| Participant deferral / active EE | $3,319 | $2,277+45.8% | $3,108+6.8% | $3,350-0.9% |
| Admin fee / account holder | $135 | $467-71.1% | $5,060-97.3% | $521-74.1% |