Filed November 26, 2025 (most recent of 4 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 ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $8,690,989 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,305,205 |
ALLWORTH FINANCIAL2 years Service code 26 · EIN 68-0372662 | Advisory (Participants) | $324,936 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN FINANCIAL ADVISORS Service code 26 · EIN 58-2639765 | Advisory (Participants) | $278,355 |
Filed as: TOTAL INVESTMENT MANAGEMENT Service code 26 · EIN 86-0912979 | Advisory (Participants) | $49,177 |
AMERICAN FUNDS1 year Filed as: CAPITAL INVESTMENT ADVISORS Service code 26 · EIN 27-3464003 | Advisory (Participants) | $48,999 |
SIGNATUREFD LLC2 years Filed as: SIGNATUREFD, LLC Service code 26 · EIN 58-2323085 | Advisory (Participants) | $24,490 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $23,919 |
FISHER INVESTMENTS2 years Service code 26 · EIN 94-3029777 | Advisory (Participants) | $23,731 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $20,099 |
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 | $176,180 | $140,910+25.0% | $75,972+131.9% | $106,382+65.6% |
| Participation rate | 95.3% | 64.1%+31.1pp | 69.1%+26.2pp | 69.9%+25.4pp |
| Annual return | 16.12% | 16.51%-0.4pp | 359.55%-343.4pp | 17.37%-1.3pp |
| Employer contribution / active EE | $6,730 | $5,354+25.7% | $2,685+150.7% | $3,364+100.1% |
| Participant deferral / active EE | $7,880 | $5,004+57.5% | $4,255+85.2% | $5,569+41.5% |
| Admin fee / account holder | $108 | $117-7.8% | $6,467-98.3% | $79+36.6% |