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 ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $33,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,046 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $19,329 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,786 | $78,485+157.1% | $106,213+90.0% | $74,495+170.9% |
| Participation rate | 96.9% | 72.8%+24.1pp | 75.3%+21.6pp | 67.2%+29.7pp |
| Annual return | 6.61% | 15.95%-9.3pp | 116.14%-109.5pp | 1364.94%-1358.3pp |
| Employer contribution / active EE | $9,379 | $2,523+271.8% | $3,171+195.7% | $2,623+257.6% |
| Participant deferral / active EE | $9,626 | $4,322+122.7% | $5,016+91.9% | $4,346+121.5% |
| Admin fee / account holder | $271 | $2,232-87.9% | $11,033-97.5% | $1,942-86.0% |