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 | $54,517-2.9% | $75,972-30.4% | $74,495-29.0% |
| Participation rate | 99.3% | 60.3%+39.0pp | 69.1%+30.3pp | 67.2%+32.1pp |
| Annual return | 13.95% | 31.82%-17.9pp | 359.55%-345.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,443 | $1,777+150.0% | $2,685+65.5% | $2,623+69.4% |
| Participant deferral / active EE | $3,565 | $3,066+16.3% | $4,255-16.2% | $4,346-18.0% |
| Admin fee / account holder | $82 | $2,229-96.3% | $6,467-98.7% | $1,942-95.8% |