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 | $175,413 |
FRAZIER & DEETER, LLC4 years Service code 10 · EIN 58-1433845 | Accounting | $20,450 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,713 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,489 | $78,339-90.4% | $85,682-91.3% | $93,030-91.9% |
| Participation rate | 98.3% | 72.5%+25.8pp | 69.9%+28.5pp | 73.9%+24.4pp |
| Annual return | -42.54% | 21.17%-63.7pp | 21.49%-64.0pp | 158.70%-201.2pp |
| Employer contribution / active EE | $2,152 | $2,560-15.9% | $2,618-17.8% | $2,706-20.5% |
| Participant deferral / active EE | $3,772 | $3,882-2.8% | $3,923-3.8% | $4,562-17.3% |
| Admin fee / account holder | $39 | $104-62.3% | $6,873-99.4% | $152-74.2% |