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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $175,685 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $75,732 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,355 | $99,078+87.1% | $96,544+92.0% | $74,419+149.1% |
| Participation rate | 97.3% | 80.7%+16.6pp | 76.0%+21.3pp | 70.7%+26.5pp |
| Annual return | 17.93% | 22.48%-4.6pp | 25.84%-7.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $5,046 | $2,570+96.3% | $2,965+70.2% | $2,637+91.3% |
| Participant deferral / active EE | $10,405 | $4,933+110.9% | $4,851+114.5% | $4,528+129.8% |
| Admin fee / account holder | $164 | $225-26.9% | $8,252-98.0% | $348-52.8% |