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 |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $24,063 |
Filed as: PREMIER RETIREMENT SERVICES Service code 50 · EIN 93-1327877 25195 SW PARKWAY AVENUE · WILSONVILLE, OR 97070 | Direct Payment | $15,476 |
Service code 62 · EIN 13-2656036 3900 BURGESS PLACE · THREE SOUTH BETHLEHEM, PA 18017 | Float revenue; Recordkeeping fees | $574 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,311 | $37,044-58.7% | $71,796-78.7% | $57,658-73.4% |
| Participation rate | 91.8% | 61.1%+30.6pp | 69.1%+22.6pp | 70.2%+21.5pp |
| Annual return | 24.26% | 12.64%+11.6pp | 78.04%-53.8pp | 5.13%+19.1pp |
| Employer contribution / active EE | $203 | $720-71.8% | $1,924-89.4% | $1,974-89.7% |
| Participant deferral / active EE | $3,450 | $1,974+74.8% | $2,794+23.5% | $3,061+12.7% |
| Admin fee / account holder | $67 | $101-33.2% | $4,815-98.6% | $95-28.7% |