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 ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $14,941 |
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 | $24,426 | $121,599-79.9% | $135,903-82.0% | $103,482-76.4% |
| Participation rate | 99.8% | 76.2%+23.6pp | 81.9%+17.9pp | 73.3%+26.6pp |
| Annual return | 20.09% | 26.09%-6.0pp | 68.23%-48.1pp | 33.11%-13.0pp |
| Employer contribution / active EE | $3,028 | $4,627-34.6% | $4,856-37.7% | $3,208-5.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $5,207-100.0% |
| Admin fee / account holder | $1 | $76-98.0% | $10,762-100.0% | $114-98.7% |