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 | $602,197 | $57,921+939.7% | $84,750+610.6% | $57,658+944.4% |
| Participation rate | 99.7% | 72.9%+26.8pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 36.26% | 10.24%+26.0pp | 22.78%+13.5pp | 5.13%+31.1pp |
| Employer contribution / active EE | $10,390 | $2,598+299.9% | $3,574+190.7% | $1,974+426.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |