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 7-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 Service code 27 · EIN 77-0473565 | Advisory (Plan) | $251,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $152,874 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,967 | $96,403+170.7% | $93,606+178.8% | $77,787+235.5% |
| Participation rate | 99.0% | 87.6%+11.3pp | 75.8%+23.1pp | 73.2%+25.8pp |
| Annual return | 18.35% | 39.36%-21.0pp | 32.76%-14.4pp | 32.57%-14.2pp |
| Employer contribution / active EE | $11,189 | $3,616+209.5% | $2,718+311.7% | $2,504+346.8% |
| Participant deferral / active EE | $10,120 | $5,341+89.5% | $4,069+148.7% | $3,967+155.1% |
| Admin fee / account holder | $198 | $90+121.6% | $7,888-97.5% | $100+98.2% |