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 Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 64 · EIN 47-5324976 | Recordkeeping Fees | $31,228 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $18,737 |
Service code 13 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Contract Administrator | $15,169 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,741 | $76,670-11.6% | $96,683-29.9% | $71,457-5.2% |
| Participation rate | 92.1% | 66.6%+25.6pp | 74.3%+17.8pp | 67.9%+24.2pp |
| Annual return | 12.49% | 48.29%-35.8pp | 35.69%-23.2pp | 28.85%-16.4pp |
| Employer contribution / active EE | $7,021 | $3,031+131.6% | $3,737+87.9% | $2,588+171.3% |
| Participant deferral / active EE | $2,686 | $3,771-28.8% | $4,878-44.9% | $4,289-37.4% |
| Admin fee / account holder | $335 | $2,028-83.5% | $6,730-95.0% | $1,587-78.9% |