Filed October 13, 2025 (most recent of 16 filings on file)
Total covered: 42 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.
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 | $1,139,841 | $103,641+999.8% | $107,525+960.1% | $102,872+1008.0% |
| Participation rate | 99.2% | 79.4%+19.8pp | 75.1%+24.1pp | 73.0%+26.2pp |
| Annual return | 19.40% | 13.08%+6.3pp | 181.32%-161.9pp | 19.06%+0.3pp |
| Employer contribution / active EE | $14,253 | $5,096+179.7% | $3,754+279.7% | $3,526+304.2% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |