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 ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $413,700 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,439 |
GREERWALKER LLP1 year Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $16,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,230 | $119,153+25.2% | $151,611-1.6% | $78,044+91.2% |
| Participation rate | 98.1% | 92.5%+5.7pp | 87.5%+10.6pp | 74.4%+23.7pp |
| Annual return | -4.48% | -10.83%+6.3pp | 3.33%-7.8pp | 10.87%-15.4pp |
| Employer contribution / active EE | $4,728 | $5,298-10.8% | $6,166-23.3% | $3,125+51.3% |
| Participant deferral / active EE | $8,841 | $8,624+2.5% | $8,363+5.7% | $5,084+73.9% |
| Admin fee / account holder | $73 | $69+5.6% | $11,616-99.4% | $79-8.0% |