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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $36,402 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,791 |
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 | $189,959 | $85,135+123.1% | $98,907+92.1% | $73,409+158.8% |
| Participation rate | 95.6% | 81.1%+14.5pp | 76.0%+19.6pp | 72.2%+23.4pp |
| Annual return | 9.38% | 19.14%-9.8pp | 196.43%-187.1pp | 59.29%-49.9pp |
| Employer contribution / active EE | $7,306 | $2,721+168.5% | $2,689+171.7% | $2,234+227.1% |
| Participant deferral / active EE | $8,036 | $4,349+84.8% | $4,244+89.3% | $3,805+111.2% |
| Admin fee / account holder | $218 | $139+56.2% | $6,642-96.7% | $158+37.8% |