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 Service code 27 · EIN 77-0473565 | Advisory (Plan) | $244,133 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $22,278 |
FINANCIAL ENGINES2+ years Filed as: FINANCIAL ENGINES LLC Service code 14 · EIN 94-3250323 | Plan Administrator | $16,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $152,580 | $92,488+65.0% | $70,014+117.9% | $65,292+133.7% |
| Participation rate | 40.0% | 81.7%-41.7pp | 71.8%-31.8pp | 72.4%-32.4pp |
| Annual return | 7.53% | 20.13%-12.6pp | 12.99%-5.5pp | 11.84%-4.3pp |
| Employer contribution / active EE | $2,702 | $3,198-15.5% | $2,338+15.5% | $2,302+17.4% |
| Participant deferral / active EE | $3,309 | $4,112-19.5% | $2,931+12.9% | $3,579-7.5% |
| Admin fee / account holder | $78 | $58+33.5% | $4,380-98.2% | $57+36.1% |