See peer percentile detail with Solo.
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.
See the 7-year trajectory with Solo.
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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $19,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $358,885 | $62,928+470.3% | $172,739+107.8% | $67,579+431.1% |
| Participation rate | 39.5% | 64.5%-25.0pp | 82.6%-43.2pp | 71.3%-31.8pp |
| Annual return | 33.78% | 30.36%+3.4pp | 802.84%-769.1pp | 378.56%-344.8pp |
| Employer contribution / active EE | $699 | $1,636-57.3% | $5,143-86.4% | $2,148-67.4% |
| Participant deferral / active EE | $10,636 | $2,145+395.9% | $5,198+104.6% | $3,539+200.5% |
| Admin fee / account holder | $84 | $167-49.5% | $13,954-99.4% | $142-40.8% |