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 6-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 35-1140070 | Contract Administrator | $9,590 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $1,655 |
TPA CORPORATION1 year Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Recordkeeping | $1,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,415 | $64,119-82.2% | $112,228-89.8% | $66,914-82.9% |
| Participation rate | 77.9% | 68.5%+9.4pp | 75.1%+2.8pp | 69.8%+8.1pp |
| Annual return | -20.60% | -13.81%-6.8pp | 27.45%-48.0pp | 1.58%-22.2pp |
| Employer contribution / active EE | $2,359 | $3,005-21.5% | $3,635-35.1% | $2,544-7.3% |
| Participant deferral / active EE | $2,067 | $3,693-44.0% | $4,728-56.3% | $4,237-51.2% |
| Admin fee / account holder | $213 | $625-66.0% | $6,410-96.7% | $593-64.2% |