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) | $339,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,211 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $704,610 | $36,916+1808.7% | $156,549+350.1% | $57,658+1122.0% |
| Participation rate | 99.4% | 63.4%+35.9pp | 84.0%+15.4pp | 70.2%+29.1pp |
| Annual return | 4.58% | 12.38%-7.8pp | 32.23%-27.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $25,984 | $1,571+1554.4% | $5,501+372.3% | $1,974+1216.5% |
| Participant deferral / active EE | $17,835 | $1,926+826.2% | $4,871+266.1% | $3,061+482.7% |
| Admin fee / account holder | $378 | $82+358.1% | $13,027-97.1% | $95+299.7% |