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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,311 | $77,660-49.4% | $109,143-64.0% | $79,386-50.5% |
| Participation rate | 94.8% | 67.8%+27.0pp | 75.9%+18.9pp | 70.7%+24.1pp |
| Annual return | 13.08% | 23.44%-10.4pp | 25.75%-12.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $797 | $2,797-71.5% | $3,722-78.6% | $2,427-67.2% |
| Participant deferral / active EE | $5,432 | $3,518+54.4% | $4,653+16.7% | $4,046+34.3% |
| Admin fee / account holder | $37 | $732-94.9% | $6,752-99.4% | $626-94.0% |