Filed January 21, 2025
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,787 |
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 | $253,874 | $92,055+175.8% | $106,213+139.0% | $77,643+227.0% |
| Participation rate | 89.2% | 81.0%+8.2pp | 75.3%+13.9pp | 70.6%+18.6pp |
| Annual return | 15.71% | 17.91%-2.2pp | 116.14%-100.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,936 | $3,367+16.9% | $3,171+24.1% | $2,726+44.4% |
| Participant deferral / active EE | $8,896 | $5,386+65.2% | $5,016+77.3% | $4,647+91.4% |
| Admin fee / account holder | $198 | $219-9.5% | $11,033-98.2% | $430-53.9% |