Filed December 18, 2025 (most recent of 5 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 ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $564,965 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $110,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,159 | $145,516+28.6% | $184,203+1.6% | $99,062+88.9% |
| Participation rate | 100.0% | 90.3%+9.7pp | 86.8%+13.2pp | 71.6%+28.4pp |
| Annual return | 14.39% | 21.23%-6.8pp | 28.81%-14.4pp | 17.66%-3.3pp |
| Employer contribution / active EE | $5,465 | $5,354+2.1% | $6,427-15.0% | $3,262+67.5% |
| Participant deferral / active EE | $10,099 | $8,423+19.9% | $9,131+10.6% | $5,331+89.4% |
| Admin fee / account holder | $94 | $78+21.3% | $13,901-99.3% | $109-13.5% |