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 5-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 Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 13 · EIN 05-0515232 | Contract Administrator | $19,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,106 | $44,960-55.3% | $84,966-76.3% | $74,495-73.0% |
| Participation rate | 80.0% | 49.4%+30.6pp | 67.5%+12.5pp | 67.2%+12.8pp |
| Annual return | 44.91% | 26.24%+18.7pp | 66.38%-21.5pp | 1364.94%-1320.0pp |
| Employer contribution / active EE | $1,810 | $1,457+24.2% | $2,727-33.6% | $2,623-31.0% |
| Participant deferral / active EE | $4,023 | $2,731+47.3% | $4,519-11.0% | $4,346-7.4% |
| Admin fee / account holder | $82 | $2,209-96.3% | $6,149-98.7% | $1,942-95.8% |