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 ENGINES2 years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $9,821 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $0 |
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 | $69,268 | $89,739-22.8% | $149,718-53.7% | $62,292+11.2% |
| Participation rate | 94.6% | 85.1%+9.5pp | 87.1%+7.6pp | 69.5%+25.1pp |
| Annual return | 15.81% | 21.01%-5.2pp | 1501.63%-1485.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $4,005 | $3,233+23.9% | $5,445-26.4% | $2,042+96.1% |
| Participant deferral / active EE | $2,954 | $4,797-38.4% | $6,569-55.0% | $3,169-6.8% |
| Admin fee / account holder | $78 | $551-85.8% | $11,283-99.3% | $479-83.7% |