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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,548 | $64,119-39.9% | $112,228-65.7% | $66,914-42.4% |
| Participation rate | 95.6% | 68.5%+27.1pp | 75.1%+20.5pp | 69.8%+25.8pp |
| Annual return | -13.96% | -13.81%-0.1pp | 27.45%-41.4pp | 1.58%-15.5pp |
| Employer contribution / active EE | $866 | $3,005-71.2% | $3,635-76.2% | $2,544-66.0% |
| Participant deferral / active EE | $6,271 | $3,693+69.8% | $4,728+32.6% | $4,237+48.0% |
| Admin fee / account holder | $43 | $625-93.1% | $6,410-99.3% | $593-92.8% |