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 ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $9,811 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,910 | $54,558-3.0% | $76,002-30.4% | $74,546-29.0% |
| Participation rate | 99.3% | 60.3%+39.0pp | 69.1%+30.2pp | 67.2%+32.1pp |
| Annual return | 13.95% | 31.83%-17.9pp | 360.07%-346.1pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $4,443 | $1,778+149.9% | $2,688+65.3% | $2,624+69.3% |
| Participant deferral / active EE | $3,565 | $3,065+16.3% | $4,257-16.2% | $4,347-18.0% |
| Admin fee / account holder | $82 | $2,232-96.3% | $6,414-98.7% | $1,944-95.8% |