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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,332,799 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $381,871 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $78,388 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,774 | $58,202-16.2% | $172,739-71.8% | $89,569-45.5% |
| Participation rate | 94.3% | 72.8%+21.5pp | 82.6%+11.6pp | 69.6%+24.7pp |
| Annual return | 36.38% | 61.59%-25.2pp | 802.84%-766.5pp | 34.56%+1.8pp |
| Employer contribution / active EE | $2,616 | $1,759+48.7% | $5,143-49.1% | $2,584+1.2% |
| Participant deferral / active EE | $4,101 | $3,335+23.0% | $5,198-21.1% | $4,220-2.8% |
| Admin fee / account holder | $66 | $53+25.0% | $13,954-99.5% | $72-8.3% |