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 | $44,984-55.3% | $85,009-76.3% | $74,546-73.0% |
| Participation rate | 80.0% | 49.4%+30.6pp | 67.5%+12.5pp | 67.2%+12.8pp |
| Annual return | 44.91% | 26.25%+18.7pp | 66.47%-21.6pp | 1366.03%-1321.1pp |
| Employer contribution / active EE | $1,810 | $1,458+24.2% | $2,728-33.6% | $2,624-31.0% |
| Participant deferral / active EE | $4,023 | $2,733+47.2% | $4,522-11.0% | $4,347-7.5% |
| Admin fee / account holder | $82 | $2,208-96.3% | $6,153-98.7% | $1,944-95.8% |