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) | $33,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,133 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $194,311 | $66,310+193.0% | $93,606+107.6% | $65,185+198.1% |
| Participation rate | 99.1% | 74.0%+25.2pp | 75.8%+23.3pp | 70.2%+28.9pp |
| Annual return | 16.40% | 42.58%-26.2pp | 32.76%-16.4pp | 29.38%-13.0pp |
| Employer contribution / active EE | $7,611 | $2,012+278.3% | $2,718+180.0% | $2,177+249.7% |
| Participant deferral / active EE | $8,298 | $3,342+148.3% | $4,069+104.0% | $3,514+136.2% |
| Admin fee / account holder | $213 | $6,897-96.9% | $7,888-97.3% | $847-74.9% |