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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $48,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,816 |
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 | $162,170 | $65,223+148.6% | $80,019+102.7% | $55,725+191.0% |
| Participation rate | 96.8% | 80.6%+16.3pp | 75.8%+21.0pp | 70.9%+26.0pp |
| Annual return | 0.00% | 7.59%-7.6pp | 11.22%-11.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $6,949 | $2,544+173.2% | $2,468+181.6% | $2,078+234.4% |
| Participant deferral / active EE | $7,611 | $3,881+96.1% | $3,686+106.5% | $3,356+126.8% |
| Admin fee / account holder | $211 | $114+84.9% | $6,521-96.8% | $115+83.3% |