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 COMPANY5+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $4,275 |
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 | $23,581 | $53,777-56.2% | $134,143-82.4% | $79,858-70.5% |
| Participation rate | 94.5% | 58.8%+35.7pp | 72.2%+22.3pp | 69.6%+24.9pp |
| Annual return | 2.20% | 19.01%-16.8pp | 36.33%-34.1pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,441 | $1,321+9.1% | $3,704-61.1% | $2,471-41.7% |
| Participant deferral / active EE | $1,958 | $2,420-19.1% | $3,499-44.1% | $3,740-47.7% |
| Admin fee / account holder | $26 | $3,984-99.3% | $6,684-99.6% | $5,306-99.5% |