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 ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,538,932 |
Service code 37 · EIN 04-2647786 | Loan Processing | $219,862 |
FRAZIER & DEETER, LLC1 year Service code 10 · EIN 58-1433845 | Accounting | $25,888 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $914,661 | $130,338+601.8% | $85,682+967.5% | $106,520+758.7% |
| Participation rate | 98.6% | 64.6%+33.9pp | 69.9%+28.7pp | 71.3%+27.3pp |
| Annual return | 13.50% | 14.40%-0.9pp | 21.49%-8.0pp | 19.28%-5.8pp |
| Employer contribution / active EE | $36,236 | $3,864+837.8% | $2,618+1283.9% | $2,840+1175.7% |
| Participant deferral / active EE | $17,298 | $4,160+315.8% | $3,923+341.0% | $4,948+249.6% |
| Admin fee / account holder | $179 | $114+57.4% | $6,873-97.4% | $75+140.5% |