Filed January 15, 2025 (most recent of 2 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 42-0127290 | Contract Administrator | $89,523 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,078 | $92,055-20.6% | $106,213-31.2% | $77,643-5.9% |
| Participation rate | 97.9% | 81.0%+16.9pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | 3.96% | 17.91%-13.9pp | 116.14%-112.2pp | 31.24%-27.3pp |
| Employer contribution / active EE | $2,663 | $3,367-20.9% | $3,171-16.0% | $2,726-2.3% |
| Participant deferral / active EE | $6,057 | $5,386+12.5% | $5,016+20.8% | $4,647+30.3% |
| Admin fee / account holder | $107 | $219-51.0% | $11,033-99.0% | $430-75.1% |