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) | $37,319 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,091 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $17,867 |
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 | $144,091 | $81,908+75.9% | $90,749+58.8% | $64,808+122.3% |
| Participation rate | 98.9% | 80.5%+18.4pp | 75.7%+23.2pp | 71.5%+27.4pp |
| Annual return | -14.19% | -12.53%-1.7pp | -12.16%-2.0pp | 32.82%-47.0pp |
| Employer contribution / active EE | $7,737 | $3,065+152.4% | $2,921+164.9% | $2,506+208.8% |
| Participant deferral / active EE | $8,268 | $4,840+70.8% | $4,564+81.2% | $4,310+91.8% |
| Admin fee / account holder | $263 | $157+67.6% | $8,445-96.9% | $188+40.2% |