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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $319,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,176 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $330,396 | $155,795+112.1% | $136,294+142.4% | $69,631+374.5% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 16.00% | 232464.33%-232448.3pp | 5155.94%-5139.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $10,654 | $2,991+256.2% | $4,695+126.9% | $2,032+424.3% |
| Participant deferral / active EE | $10,852 | $5,394+101.2% | $6,247+73.7% | $3,224+236.6% |
| Admin fee / account holder | $259 | $128+101.7% | $9,243-97.2% | $110+134.3% |