Filed March 31, 2026
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 42-0127290 | Contract Administrator | $28,222 |
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 | $72,040 | $87,870-18.0% | $113,168-36.3% | $74,304-3.0% |
| Participation rate | 93.9% | 70.7%+23.1pp | 76.6%+17.3pp | 60.3%+33.5pp |
| Annual return | 16.51% | 26.44%-9.9pp | 24.27%-7.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,577 | $2,277-30.7% | $2,975-47.0% | $2,241-29.6% |
| Participant deferral / active EE | $4,778 | $4,241+12.7% | $5,107-6.4% | $3,767+26.8% |
| Admin fee / account holder | $160 | $3,368-95.2% | $12,068-98.7% | $2,969-94.6% |