Filed October 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,537 |
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 | $125,926 | $98,727+27.5% | $113,168+11.3% | $85,563+47.2% |
| Participation rate | 84.8% | 80.8%+3.9pp | 76.6%+8.2pp | 66.0%+18.8pp |
| Annual return | 12.69% | 17.43%-4.7pp | 24.27%-11.6pp | 31.51%-18.8pp |
| Employer contribution / active EE | $2,377 | $2,907-18.2% | $2,975-20.1% | $2,654-10.4% |
| Participant deferral / active EE | $7,628 | $5,424+40.6% | $5,107+49.4% | $4,375+74.4% |
| Admin fee / account holder | $66 | $357-81.4% | $12,068-99.5% | $834-92.1% |