Filed July 15, 2025
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 |
|---|---|---|
SYMETRA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $1,014 |
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 | $25,097 | $43,723-42.6% | $121,196-79.3% | $64,186-60.9% |
| Participation rate | 96.1% | 58.3%+37.8pp | 71.7%+24.4pp | 69.6%+26.5pp |
| Annual return | 8.97% | 68.91%-59.9pp | 16.93%-8.0pp | 7.63%+1.3pp |
| Employer contribution / active EE | $717 | $1,296-44.7% | $4,022-82.2% | $2,381-69.9% |
| Participant deferral / active EE | $1,316 | $2,280-42.3% | $3,344-60.6% | $3,470-62.1% |
| Admin fee / account holder | $8 | $3,501-99.8% | $5,019-99.8% | $4,888-99.8% |