Filed July 31, 2026 (most recent of 24 filings on file)
Total covered: 35 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,073 | $69,362-55.2% | $101,248-69.3% | $73,488-57.7% |
| Participation rate | 93.7% | 68.4%+25.3pp | 75.8%+17.9pp | 70.7%+23.0pp |
| Annual return | 15.20% | 18.46%-3.3pp | 46.47%-31.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $742 | $2,628-71.8% | $3,660-79.7% | $2,270-67.3% |
| Participant deferral / active EE | $4,900 | $3,300+48.5% | $4,370+12.1% | $3,740+31.0% |
| Admin fee / account holder | $36 | $704-94.8% | $5,945-99.4% | $513-92.9% |