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 | $196,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,808 | $84,784+8.3% | $98,439-6.7% | $74,419+23.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 19.32% | 20.59%-1.3pp | 21.16%-1.8pp | 34.38%-15.1pp |
| Employer contribution / active EE | $4,842 | $3,364+43.9% | $3,048+58.9% | $2,637+83.6% |
| Participant deferral / active EE | $6,928 | $5,218+32.8% | $4,738+46.2% | $4,528+53.0% |
| Admin fee / account holder | $138 | $204-32.5% | $8,948-98.5% | $348-60.3% |