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 10-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) | $297,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,607 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,118 | $85,635+230.6% | $123,892+128.5% | $63,975+342.5% |
| Participation rate | 97.0% | 74.9%+22.0pp | 81.4%+15.5pp | 71.1%+25.8pp |
| Annual return | 8.70% | 15.74%-7.0pp | 47.52%-38.8pp | 48.65%-39.9pp |
| Employer contribution / active EE | $12,673 | $3,076+311.9% | $4,617+174.5% | $2,182+480.9% |
| Participant deferral / active EE | $9,539 | $5,667+68.3% | $5,984+59.4% | $3,356+184.2% |
| Admin fee / account holder | $205 | $75+173.2% | $8,357-97.6% | $70+190.6% |