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 ENGINES1 year Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $6,299 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $65,755 | $74,089-11.2% | $133,980-50.9% | $55,167+19.2% |
| Participation rate | 94.4% | 84.3%+10.2pp | 87.1%+7.4pp | 69.0%+25.5pp |
| Annual return | 8.86% | 12.11%-3.3pp | 29.30%-20.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $4,187 | $3,064+36.7% | $5,211-19.6% | $1,963+113.4% |
| Participant deferral / active EE | $3,026 | $4,678-35.3% | $6,282-51.8% | $3,054-0.9% |
| Admin fee / account holder | $42 | $458-90.8% | $9,324-99.5% | $504-91.6% |