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 ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $7,554,395 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $2,582,238 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $7,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,086 | $96,461+34.9% | $68,791+89.1% | $89,394+45.5% |
| Participation rate | 94.0% | 64.2%+29.8pp | 69.0%+25.0pp | 71.3%+22.7pp |
| Annual return | -17.21% | -13.05%-4.2pp | -6.38%-10.8pp | -11.89%-5.3pp |
| Employer contribution / active EE | $5,486 | $3,671+49.4% | $2,655+106.6% | $3,022+81.5% |
| Participant deferral / active EE | $6,256 | $4,123+51.7% | $3,941+58.7% | $5,123+22.1% |
| Admin fee / account holder | $99 | $102-3.0% | $4,932-98.0% | $79+24.4% |