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 | $207,796 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $119,764 |
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 | $77,573 | $104,919-26.1% | $116,228-33.3% | $85,563-9.3% |
| Participation rate | 98.0% | 78.6%+19.4pp | 74.6%+23.5pp | 66.0%+32.1pp |
| Annual return | 10.48% | 15.38%-4.9pp | 90.06%-79.6pp | 31.51%-21.0pp |
| Employer contribution / active EE | $6,114 | $3,485+75.4% | $2,994+104.2% | $2,654+130.4% |
| Participant deferral / active EE | $2,797 | $5,306-47.3% | $4,953-43.5% | $4,375-36.1% |
| Admin fee / account holder | $238 | $429-44.4% | $11,989-98.0% | $834-71.4% |