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 | $197,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,286 | $81,908-0.8% | $90,749-10.4% | $64,808+25.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -16.86% | -12.53%-4.3pp | -12.16%-4.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $4,546 | $3,065+48.3% | $2,921+55.6% | $2,506+81.4% |
| Participant deferral / active EE | $6,328 | $4,840+30.7% | $4,564+38.6% | $4,310+46.8% |
| Admin fee / account holder | $137 | $157-12.8% | $8,445-98.4% | $188-27.0% |