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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $30,689 |
STADION MONEY MANAGEMENT8+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $8,268 |
STALKER & ASSOCIATES, INC.2 years Service code 13 · EIN 23-2756743 | Contract Administrator | $4,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,064 | $86,655-5.3% | $119,609-31.4% | $66,914+22.6% |
| Participation rate | 92.9% | 75.6%+17.4pp | 79.3%+13.7pp | 69.8%+23.1pp |
| Annual return | -15.63% | -8.00%-7.6pp | -14.97%-0.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,312 | $2,536-48.2% | $4,232-69.0% | $2,544-48.4% |
| Participant deferral / active EE | $5,249 | $4,358+20.5% | $5,602-6.3% | $4,237+23.9% |
| Admin fee / account holder | $374 | $755-50.4% | $10,323-96.4% | $593-36.9% |