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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $32,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,690 |
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 | $174,551 | $84,784+105.9% | $98,439+77.3% | $74,419+134.6% |
| Participation rate | 98.8% | 81.5%+17.3pp | 75.2%+23.7pp | 70.7%+28.1pp |
| Annual return | 15.82% | 20.59%-4.8pp | 21.16%-5.3pp | 34.38%-18.6pp |
| Employer contribution / active EE | $8,255 | $3,364+145.4% | $3,048+170.8% | $2,637+213.0% |
| Participant deferral / active EE | $8,267 | $5,218+58.4% | $4,738+74.5% | $4,528+82.6% |
| Admin fee / account holder | $178 | $204-13.1% | $8,948-98.0% | $348-48.9% |