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 ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $7,299 |
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 | $48,246 | $51,045-5.5% | $70,515-31.6% | $71,457-32.5% |
| Participation rate | 98.4% | 59.4%+39.0pp | 68.3%+30.1pp | 67.9%+30.5pp |
| Annual return | 19.54% | 42.63%-23.1pp | 32.77%-13.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $4,371 | $1,790+144.2% | $2,973+47.0% | $2,588+68.9% |
| Participant deferral / active EE | $3,539 | $3,026+17.0% | $4,567-22.5% | $4,289-17.5% |
| Admin fee / account holder | $240 | $1,994-88.0% | $6,412-96.3% | $1,587-84.9% |