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 |
|---|---|---|
EDUCATORS FINANCIAL SERVICES INC4+ years Filed as: EDUCATORS FINANCIAL SERVICES Service code 26 440 EMERSON ST N STE 2 · CAMBRIDGE, MN 55008 | Advisory (Participants) | $7,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $14,975 | $59,186-74.7% | $76,768-80.5% | $56,287-73.4% |
| Participation rate | 30.4% | 75.2%-44.8pp | 77.0%-46.6pp | 69.9%-39.5pp |
| Annual return | -4.37% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $395 | $3,255-87.9% | $3,852-89.7% | $3,350-88.2% |
| Admin fee / account holder | $134 | $489-72.5% | $6,675-98.0% | $521-74.2% |