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 ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $247,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,993 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,500 |
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 | $148,163 | $122,602+20.8% | $177,821-16.7% | $93,223+58.9% |
| Participation rate | 99.1% | 91.3%+7.7pp | 87.7%+11.3pp | 74.9%+24.1pp |
| Annual return | 21.42% | 22.53%-1.1pp | 48.32%-26.9pp | 19.29%+2.1pp |
| Employer contribution / active EE | $7,916 | $4,338+82.5% | $5,918+33.8% | $2,680+195.4% |
| Participant deferral / active EE | $7,474 | $7,134+4.8% | $7,714-3.1% | $4,563+63.8% |
| Admin fee / account holder | $49 | $62-20.9% | $12,427-99.6% | $79-38.4% |