Filed April 22, 2025 (most recent of 3 filings on file)
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 ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $736,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625,258 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,117 | $71,813+71.4% | $119,609+2.9% | $78,044+57.8% |
| Participation rate | 94.7% | 81.7%+13.0pp | 79.3%+15.5pp | 74.4%+20.3pp |
| Annual return | -18.63% | -13.80%-4.8pp | -14.97%-3.7pp | 10.87%-29.5pp |
| Employer contribution / active EE | $4,126 | $2,836+45.5% | $4,232-2.5% | $3,125+32.0% |
| Participant deferral / active EE | $8,272 | $4,953+67.0% | $5,602+47.7% | $5,084+62.7% |
| Admin fee / account holder | $135 | $81+66.8% | $10,323-98.7% | $79+70.5% |