Filed December 22, 2025 (most recent of 5 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 35-1140070 | Contract Administrator | $3,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,009 | $44,989+35.6% | $170,442-64.2% | $77,958-21.7% |
| Participation rate | 62.8% | 64.6%-1.8pp | 83.6%-20.8pp | 71.6%-8.8pp |
| Annual return | 15.12% | 19.61%-4.5pp | 205.93%-190.8pp | 20.87%-5.7pp |
| Employer contribution / active EE | $1,585 | $1,466+8.1% | $5,433-70.8% | $2,310-31.4% |
| Participant deferral / active EE | $2,556 | $2,208+15.8% | $4,939-48.3% | $3,537-27.7% |
| Admin fee / account holder | $1 | $69-97.9% | $13,880-100.0% | $97-98.5% |