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 | $100,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,035 | $84,784+183.1% | $98,439+143.8% | $74,419+222.5% |
| Participation rate | 92.9% | 81.5%+11.4pp | 75.2%+17.8pp | 70.7%+22.2pp |
| Annual return | 16.00% | 20.59%-4.6pp | 21.16%-5.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,170 | $3,364+24.0% | $3,048+36.8% | $2,637+58.1% |
| Participant deferral / active EE | $9,031 | $5,218+73.1% | $4,738+90.6% | $4,528+99.4% |
| Admin fee / account holder | $198 | $204-3.2% | $8,948-97.8% | $348-43.1% |