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 | $745,235 | $81,719+812.0% | $101,248+636.0% | $90,288+725.4% |
| Participation rate | 99.2% | 80.7%+18.4pp | 75.8%+23.4pp | 73.4%+25.8pp |
| Annual return | 13.94% | 337.64%-323.7pp | 46.47%-32.5pp | 53.97%-40.0pp |
| Employer contribution / active EE | $4,133 | $3,622+14.1% | $3,660+12.9% | $2,524+63.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $5,945-100.0% | $114-100.0% |