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 ENGINES3 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $344,527 |
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 36-2668272 | Consulting | $334,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $224,995 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,770 | $119,627+95.4% | $146,958+59.1% | $99,062+136.0% |
| Participation rate | 97.7% | 73.4%+24.2pp | 82.2%+15.5pp | 71.6%+26.1pp |
| Annual return | 13.83% | 28.82%-15.0pp | 418.34%-404.5pp | 17.66%-3.8pp |
| Employer contribution / active EE | $4,347 | $4,153+4.7% | $4,933-11.9% | $3,262+33.3% |
| Participant deferral / active EE | $13,060 | $7,997+63.3% | $8,070+61.8% | $5,331+145.0% |
| Admin fee / account holder | $85 | $150-43.2% | $12,998-99.3% | $109-22.0% |