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 6-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 Filed as: EDELMAN FINANCIAL ENGINES Service code 28 3315 SCOTT BLVD · SANTA CLARA, CA 95054 | Investment Management | $46,045 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Consulting (pension); Copying and dup... | $18,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,807 | $49,915+15.8% | $154,803-62.7% | $74,304-22.2% |
| Participation rate | 56.4% | 54.0%+2.5pp | 78.1%-21.7pp | 60.3%-3.9pp |
| Annual return | 13.30% | 34.06%-20.8pp | 58.88%-45.6pp | 29.43%-16.1pp |
| Employer contribution / active EE | $2,875 | $1,611+78.4% | $4,305-33.2% | $2,241+28.3% |
| Participant deferral / active EE | $2,171 | $2,255-3.7% | $5,540-60.8% | $3,767-42.4% |
| Admin fee / account holder | $270 | $2,189-87.6% | $14,329-98.1% | $2,969-90.9% |