Filed June 26, 2025 (most recent of 3 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 9-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 | $159,727 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,118 | $45,000-19.7% | $143,757-74.9% | $77,904-53.6% |
| Participation rate | 93.8% | 66.8%+27.0pp | 80.3%+13.5pp | 73.7%+20.1pp |
| Annual return | -15.12% | 29.03%-44.1pp | -0.04%-15.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $4,342 | $1,870+132.2% | $4,951-12.3% | $2,848+52.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $54 | $98-45.2% | $14,673-99.6% | $133-59.3% |