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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $220,428 |
FRAZIER & DEETER, LLC3 years Service code 10 · EIN 58-1433845 | Accounting | $25,400 |
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,525 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,825 | $81,725-91.6% | $81,983-91.7% | $93,223-92.7% |
| Participation rate | 99.7% | 71.9%+27.8pp | 69.2%+30.4pp | 74.9%+24.8pp |
| Annual return | 15.12% | 20.25%-5.1pp | 41.31%-26.2pp | 19.29%-4.2pp |
| Employer contribution / active EE | $673 | $2,446-72.5% | $2,498-73.1% | $2,680-74.9% |
| Participant deferral / active EE | $1,396 | $3,747-62.7% | $3,722-62.5% | $4,563-69.4% |
| Admin fee / account holder | $29 | $92-68.1% | $5,664-99.5% | $79-62.8% |