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 | $273,251 | $173,253+57.7% | $80,019+241.5% | $73,367+272.4% |
| Participation rate | 86.6% | 88.8%-2.2pp | 75.8%+10.8pp | 69.5%+17.1pp |
| Annual return | -5.35% | -2.12%-3.2pp | 11.22%-16.6pp | 173.45%-178.8pp |
| Employer contribution / active EE | $13,751 | $6,338+116.9% | $2,468+457.2% | $2,499+450.3% |
| Participant deferral / active EE | $14,670 | $8,893+65.0% | $3,686+298.0% | $4,033+263.8% |
| Admin fee / account holder | $0 | $90-100.0% | $6,521-100.0% | $68-100.0% |