Filed July 2, 2024
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 | $93,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,392 | $89,436+10.0% | $164,813-40.3% | $77,643+26.7% |
| Participation rate | 98.3% | 78.6%+19.7pp | 78.6%+19.7pp | 70.6%+27.8pp |
| Annual return | 13.48% | 28.83%-15.3pp | 69.93%-56.5pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,055 | $2,569+18.9% | $4,341-29.6% | $2,726+12.1% |
| Participant deferral / active EE | $5,563 | $4,897+13.6% | $6,031-7.8% | $4,647+19.7% |
| Admin fee / account holder | $207 | $339-39.1% | $12,690-98.4% | $430-51.9% |