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 MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $18,915 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,409 |
PENSERV PLAN SERVICES, INC.3+ years Filed as: PENSERV, INC. Service code 15 · EIN 20-2872050 | Recordkeeping | $2,707 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $478 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,418 | $80,753+0.8% | $136,294-40.3% | $62,292+30.7% |
| Participation rate | 49.2% | 73.5%-24.3pp | 81.9%-32.7pp | 69.5%-20.3pp |
| Annual return | 15.05% | 35.83%-20.8pp | 5155.94%-5140.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $234 | $2,884-91.9% | $4,695-95.0% | $2,042-88.6% |
| Participant deferral / active EE | $4,088 | $5,164-20.8% | $6,247-34.6% | $3,169+29.0% |
| Admin fee / account holder | $357 | $525-32.0% | $9,243-96.1% | $479-25.4% |