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 ENGINES5+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $219,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $138,509 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $21,437 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $207,582 | $136,266+52.3% | $90,749+128.7% | $77,904+166.5% |
| Participation rate | 97.5% | 86.6%+10.8pp | 75.7%+21.8pp | 73.7%+23.8pp |
| Annual return | -13.37% | -11.32%-2.0pp | -12.16%-1.2pp | 12.21%-25.6pp |
| Employer contribution / active EE | $10,324 | $4,215+144.9% | $2,921+253.5% | $2,848+262.6% |
| Participant deferral / active EE | $10,376 | $6,353+63.3% | $4,564+127.3% | $4,806+115.9% |
| Admin fee / account holder | $176 | $399-55.8% | $8,445-97.9% | $133+33.0% |