Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,895 | $169,122+51.9% | $77,999+229.4% | $329,111-21.9% |
| Participation rate | 86.6% | 88.4%-1.8pp | 75.5%+11.1pp | 67.9%+18.7pp |
| Annual return | 4.04% | 11.00%-7.0pp | 425.96%-421.9pp | 16.35%-12.3pp |
| Employer contribution / active EE | $13,038 | $5,827+123.8% | $2,470+427.8% | $2,303+466.0% |
| Participant deferral / active EE | $13,563 | $8,046+68.6% | $3,497+287.9% | $3,682+268.4% |
| Admin fee / account holder | $0 | $83-100.0% | $5,480-100.0% | $754-100.0% |