Filed February 10, 2025 (most recent of 2 filings on file)
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 06-1050034 | Contract Administrator | $158,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,314 | $74,347+22.8% | $93,606-2.4% | $67,579+35.1% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 20.88% | 28.07%-7.2pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $4,621 | $2,583+78.9% | $2,718+70.0% | $2,148+115.2% |
| Participant deferral / active EE | $5,600 | $4,060+37.9% | $4,069+37.6% | $3,539+58.2% |
| Admin fee / account holder | $136 | $123+11.0% | $7,888-98.3% | $142-4.3% |