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 ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $653,069 |
Service code 37 · EIN 04-2647786 | Loan Processing | $481,450 |
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 | $141,633 | $84,149+68.3% | $129,995+9.0% | $103,482+36.9% |
| Participation rate | 95.8% | 81.0%+14.8pp | 78.5%+17.3pp | 73.3%+22.5pp |
| Annual return | 16.94% | 25.45%-8.5pp | -137.18%+154.1pp | 33.11%-16.2pp |
| Employer contribution / active EE | $4,422 | $2,687+64.6% | $4,320+2.4% | $3,208+37.9% |
| Participant deferral / active EE | $8,707 | $5,201+67.4% | $5,820+49.6% | $5,207+67.2% |
| Admin fee / account holder | $112 | $75+49.7% | $10,614-98.9% | $114-1.5% |