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 COMPANY4+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $2,785 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,127 | $48,570-46.2% | $130,648-80.0% | $72,985-64.2% |
| Participation rate | 96.3% | 58.6%+37.7pp | 71.7%+24.6pp | 69.5%+26.8pp |
| Annual return | 5.86% | 38.63%-32.8pp | 1708.96%-1703.1pp | 81.00%-75.1pp |
| Employer contribution / active EE | $1,697 | $1,334+27.2% | $4,092-58.5% | $2,440-30.5% |
| Participant deferral / active EE | $1,167 | $2,384-51.1% | $3,603-67.6% | $3,607-67.7% |
| Admin fee / account holder | $19 | $3,549-99.5% | $5,464-99.7% | $5,124-99.6% |