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 ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $804,511 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $522,090 |
CANDLEWOOD CONSULTANTS3 years Service code 13 · EIN 85-0516059 | Contract Administrator | $88,430 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH Service code 27 · EIN 95-4660745 | Advisory (Plan) | $50,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $35,700 |
Filed as: FAEGRE DRINKER BIDDLE Service code 29 · EIN 41-0244008 | Legal | $13,096 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,347 | $140,769+40.9% | $150,045+32.2% | $140,769+40.9% |
| Participation rate | 68.2% | 74.2%-5.9pp | 82.3%-14.1pp | 74.2%-5.9pp |
| Annual return | 13.64% | 16.82%-3.2pp | 62.55%-48.9pp | 16.82%-3.2pp |
| Employer contribution / active EE | $3,133 | $3,906-19.8% | $4,693-33.2% | $3,906-19.8% |
| Participant deferral / active EE | $7,278 | $6,717+8.4% | $7,997-9.0% | $6,717+8.4% |
| Admin fee / account holder | $123 | $229-46.4% | $13,435-99.1% | $229-46.4% |