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 | $199,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,145 | $93,131+7.5% | $106,548-6.0% | $86,799+15.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 22.36% | 19.45%+2.9pp | 26.80%-4.4pp | 97.91%-75.5pp |
| Employer contribution / active EE | $4,966 | $2,895+71.5% | $2,819+76.2% | $2,405+106.5% |
| Participant deferral / active EE | $5,927 | $4,708+25.9% | $4,398+34.8% | $4,131+43.5% |
| Admin fee / account holder | $142 | $145-2.3% | $7,407-98.1% | $170-16.4% |