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 ENGINES3 years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $13,639 |
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $4,053 |
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 | $66,701 | $94,529-29.4% | $140,016-52.4% | $64,186+3.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.45% | 7.77%-11.2pp | 651.12%-654.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,049 | $3,812+32.4% | $5,606-9.9% | $2,381+112.1% |
| Participant deferral / active EE | $3,690 | $5,250-29.7% | $6,927-46.7% | $3,470+6.4% |
| Admin fee / account holder | $82 | $6,741-98.8% | $10,705-99.2% | $4,888-98.3% |