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 35-1140070 | Contract Administrator | $22,143 |
TPA CORPORATION1 year Filed as: TPA AT TIME FEE WITHDRAWAL Service code 15 · EIN 22-2628317 | Recordkeeping | $4,775 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $4,320 |
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 | $43,752 | $84,233-48.1% | $170,442-74.3% | $70,131-37.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.62% | 23.06%-9.4pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,711 | $3,387+9.6% | $5,433-31.7% | $2,342+58.4% |
| Participant deferral / active EE | $4,006 | $3,086+29.8% | $4,939-18.9% | $3,332+20.2% |
| Admin fee / account holder | $269 | $5,698-95.3% | $13,880-98.1% | $4,645-94.2% |