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 | $143,970 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $93,967 |
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 | $204,862 | $88,890+130.5% | $102,423+100.0% | $77,643+163.9% |
| Participation rate | 98.1% | 80.9%+17.1pp | 76.5%+21.6pp | 70.6%+27.5pp |
| Annual return | 12.53% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $5,427 | $2,698+101.2% | $3,023+79.5% | $2,726+99.1% |
| Participant deferral / active EE | $11,048 | $5,145+114.7% | $5,053+118.6% | $4,647+137.7% |
| Admin fee / account holder | $164 | $235-30.5% | $9,451-98.3% | $430-62.0% |