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 |
|---|---|---|
FINANCIAL ENGINES2+ years Filed as: EDELMAN FINANCIAL SERVICES, LLC Service code 28 4000 LEGATO ROAD, 9TH FLOOR · FAIRFAX, VA 22033 | Investment Management | $52,582 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 46-4091337 | Contract Administrator | $20,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,181 | $85,766-19.3% | $136,294-49.2% | $70,131-1.4% |
| Participation rate | 95.1% | 74.2%+21.0pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 15.18% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,034 | $2,966+2.3% | $4,695-35.4% | $2,342+29.5% |
| Participant deferral / active EE | $10,069 | $5,051+99.3% | $6,247+61.2% | $3,332+202.2% |
| Admin fee / account holder | $604 | $5,420-88.9% | $9,243-93.5% | $4,645-87.0% |