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 | $780,071 | $66,601+1071.3% | $92,893+739.8% | $67,579+1054.3% |
| Participation rate | 99.6% | 72.5%+27.1pp | 76.0%+23.6pp | 71.3%+28.3pp |
| Annual return | 19.17% | 92.58%-73.4pp | 109.41%-90.2pp | 378.56%-359.4pp |
| Employer contribution / active EE | $5,772 | $2,775+108.0% | $3,653+58.0% | $2,148+168.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |