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 8-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) | $25,478 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $20,099 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $15,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,706 | $81,302+3.0% | $76,002+10.1% | $199,768-58.1% |
| Participation rate | 91.5% | 70.1%+21.4pp | 69.1%+22.4pp | 72.0%+19.5pp |
| Annual return | 20.23% | 16.31%+3.9pp | 360.07%-339.8pp | 34.26%-14.0pp |
| Employer contribution / active EE | $3,805 | $3,352+13.5% | $2,688+41.5% | $3,037+25.3% |
| Participant deferral / active EE | $8,110 | $4,721+71.8% | $4,257+90.5% | $5,090+59.4% |
| Admin fee / account holder | $45 | $145-69.1% | $6,414-99.3% | $269-83.3% |