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) | $25,881 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,687 | $119,627-75.2% | $146,958-79.8% | $99,062-70.0% |
| Participation rate | 99.7% | 73.4%+26.3pp | 82.2%+17.6pp | 71.6%+28.1pp |
| Annual return | 13.99% | 28.82%-14.8pp | 418.34%-404.3pp | 17.66%-3.7pp |
| Employer contribution / active EE | $3,367 | $4,153-18.9% | $4,933-31.7% | $3,262+3.2% |
| Participant deferral / active EE | $0 | $7,997-100.0% | $8,070-100.0% | $5,331-100.0% |
| Admin fee / account holder | $3 | $150-98.0% | $12,998-100.0% | $109-97.3% |