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 ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $81,010 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $59,192 |
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 | $143,170 | $62,324+129.7% | $68,509+109.0% | $55,191+159.4% |
| Participation rate | 93.3% | 78.9%+14.4pp | 74.7%+18.6pp | 69.2%+24.2pp |
| Annual return | -2.94% | 4.26%-7.2pp | 8.27%-11.2pp | 10.78%-13.7pp |
| Employer contribution / active EE | $3,835 | $2,223+72.5% | $2,278+68.3% | $1,899+102.0% |
| Participant deferral / active EE | $6,974 | $3,425+103.6% | $3,382+106.2% | $3,046+128.9% |
| Admin fee / account holder | $176 | $91+92.4% | $5,275-96.7% | $91+93.6% |