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 | $157,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,144 | $85,135+12.9% | $98,907-2.8% | $73,409+31.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 14.69% | 19.14%-4.4pp | 196.43%-181.7pp | 59.29%-44.6pp |
| Employer contribution / active EE | $4,714 | $2,721+73.3% | $2,689+75.3% | $2,234+111.1% |
| Participant deferral / active EE | $5,674 | $4,349+30.5% | $4,244+33.7% | $3,805+49.1% |
| Admin fee / account holder | $129 | $139-7.4% | $6,642-98.1% | $158-18.3% |