See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $353,605 |
Service code 12 · EIN 13-2689044 | Investment management; Sales loads (f... | $247,603 |
MERCER5+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $82,958 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,234 | $241,101-20.3% | $103,333+86.0% | $199,593-3.7% |
| Participation rate | 98.6% | 78.3%+20.4pp | 74.5%+24.1pp | 72.0%+26.7pp |
| Annual return | 12.10% | 17.80%-5.7pp | 24.88%-12.8pp | 34.25%-22.2pp |
| Employer contribution / active EE | $3,437 | $4,244-19.0% | $3,868-11.1% | $3,034+13.3% |
| Participant deferral / active EE | $11,760 | $3,958+197.1% | $5,057+132.5% | $5,087+131.2% |
| Admin fee / account holder | $327 | $288+13.7% | $8,355-96.1% | $269+21.6% |