Filed November 7, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,393 |
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 | $75,286 | $48,471+55.3% | $182,532-58.8% | $67,579+11.4% |
| Participation rate | 98.2% | 67.2%+31.1pp | 78.0%+20.3pp | 71.3%+27.0pp |
| Annual return | 22.26% | 31.08%-8.8pp | 148.54%-126.3pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,263 | $1,461+54.9% | $4,076-44.5% | $2,148+5.3% |
| Participant deferral / active EE | $6,515 | $3,324+96.0% | $5,524+17.9% | $3,539+84.1% |
| Admin fee / account holder | $165 | $151+9.4% | $8,592-98.1% | $142+16.2% |