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 | $47,554 | $76,670-38.0% | $96,683-50.8% | $71,457-33.5% |
| Participation rate | 96.1% | 66.6%+29.5pp | 74.3%+21.7pp | 67.9%+28.1pp |
| Annual return | 17.83% | 48.29%-30.5pp | 35.69%-17.9pp | 28.85%-11.0pp |
| Employer contribution / active EE | $939 | $3,031-69.0% | $3,737-74.9% | $2,588-63.7% |
| Participant deferral / active EE | $6,875 | $3,771+82.3% | $4,878+40.9% | $4,289+60.3% |
| Admin fee / account holder | $32 | $2,028-98.4% | $6,730-99.5% | $1,587-98.0% |