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 CORP4 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $30,877 |
STADION MONEY MANAGEMENT9+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $7,972 |
STALKER & ASSOCIATES, INC.3 years Service code 13 · EIN 23-2756743 | Contract Administrator | $5,016 |
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 | $103,569 | $82,978+24.8% | $129,995-20.3% | $71,457+44.9% |
| Participation rate | 91.6% | 74.1%+17.5pp | 78.5%+13.1pp | 67.9%+23.7pp |
| Annual return | 15.11% | 20.60%-5.5pp | -137.18%+152.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,446 | $2,622-44.8% | $4,320-66.5% | $2,588-44.1% |
| Participant deferral / active EE | $5,785 | $4,432+30.5% | $5,820-0.6% | $4,289+34.9% |
| Admin fee / account holder | $395 | $1,729-77.1% | $10,614-96.3% | $1,587-75.1% |