See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $291,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $102,747 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,464 | $95,388+206.6% | $125,339+133.3% | $77,904+275.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 82.4%+9.9pp | 73.7%+18.6pp |
| Annual return | -16.17% | 116.19%-132.4pp | 572.05%-588.2pp | 12.21%-28.4pp |
| Employer contribution / active EE | $10,362 | $3,666+182.6% | $4,814+115.3% | $2,848+263.9% |
| Participant deferral / active EE | $12,454 | $7,711+61.5% | $7,446+67.2% | $4,806+159.1% |
| Admin fee / account holder | $276 | $119+132.2% | $10,010-97.2% | $133+108.3% |