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 | $99,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,088 | $81,908+165.0% | $90,749+139.2% | $64,808+235.0% |
| Participation rate | 93.8% | 80.5%+13.3pp | 75.7%+18.1pp | 71.5%+22.3pp |
| Annual return | -15.57% | -12.53%-3.0pp | -12.16%-3.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $3,695 | $3,065+20.5% | $2,921+26.5% | $2,506+47.4% |
| Participant deferral / active EE | $8,046 | $4,840+66.2% | $4,564+76.3% | $4,310+86.7% |
| Admin fee / account holder | $180 | $157+14.7% | $8,445-97.9% | $188-4.0% |