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 | $664,234 | $60,545+997.1% | $92,233+620.2% | $69,631+853.9% |
| Participation rate | 99.8% | 72.2%+27.6pp | 76.5%+23.3pp | 70.7%+29.1pp |
| Annual return | 26.18% | 19.71%+6.5pp | 176.28%-150.1pp | 27571.02%-27544.8pp |
| Employer contribution / active EE | $5,444 | $2,633+106.7% | $3,679+48.0% | $2,032+167.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |