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) | $2,398,779 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $791,249 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $15,468 |
ALLWORTH FINANCIAL1 year Service code 26 · EIN 68-0372662 | Advisory (Participants) | $6,346 |
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 | $726,634 | $96,461+653.3% | $68,791+956.3% | $89,394+712.8% |
| Participation rate | 98.0% | 64.2%+33.8pp | 69.0%+29.0pp | 71.3%+26.7pp |
| Annual return | -16.98% | -13.05%-3.9pp | -6.38%-10.6pp | -11.89%-5.1pp |
| Employer contribution / active EE | $34,565 | $3,671+841.6% | $2,655+1201.8% | $3,022+1043.9% |
| Participant deferral / active EE | $15,391 | $4,123+273.3% | $3,941+290.5% | $5,123+200.4% |
| Admin fee / account holder | $166 | $102+62.6% | $4,932-96.6% | $79+108.7% |