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 ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $7,303,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,972,670 |
FRAZIER & DEETER, LLC6+ years Service code 10 · EIN 58-1433845 | Accounting | $33,165 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,310 | $123,048+39.2% | $81,983+109.0% | $106,222+61.3% |
| Participation rate | 89.6% | 65.1%+24.5pp | 69.2%+20.3pp | 70.8%+18.8pp |
| Annual return | 13.85% | 14.83%-1.0pp | 41.31%-27.5pp | 21.69%-7.8pp |
| Employer contribution / active EE | $4,714 | $3,893+21.1% | $2,498+88.7% | $2,723+73.1% |
| Participant deferral / active EE | $7,740 | $4,168+85.7% | $3,722+108.0% | $4,600+68.3% |
| Admin fee / account holder | $114 | $116-2.2% | $5,664-98.0% | $78+45.1% |