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 CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $18,550 |
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $14,359 |
Filed as: MESIROW FINANCIAL IVSTMNT MGT, INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,002 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,980 | $49,915-27.9% | $154,803-76.8% | $74,304-51.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 11.82% | 34.06%-22.2pp | 58.88%-47.1pp | 29.43%-17.6pp |
| Employer contribution / active EE | $2,322 | $1,611+44.1% | $4,305-46.1% | $2,241+3.6% |
| Participant deferral / active EE | $2,063 | $2,255-8.5% | $5,540-62.8% | $3,767-45.2% |
| Admin fee / account holder | $216 | $2,189-90.1% | $14,329-98.5% | $2,969-92.7% |