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 8-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 25 · EIN 04-2647786 | Directed Trustee | $115,889 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $93,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,621 | $89,274-50.0% | $149,718-70.2% | $77,958-42.8% |
| Participation rate | 89.5% | 87.6%+1.9pp | 87.1%+2.4pp | 71.6%+17.8pp |
| Annual return | 18.05% | 20.36%-2.3pp | 1501.63%-1483.6pp | 20.87%-2.8pp |
| Employer contribution / active EE | $2,058 | $3,727-44.8% | $5,445-62.2% | $2,310-10.9% |
| Participant deferral / active EE | $2,936 | $5,382-45.5% | $6,569-55.3% | $3,537-17.0% |
| Admin fee / account holder | $66 | $240-72.5% | $11,283-99.4% | $97-32.2% |