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 MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC Service code 28 · EIN 45-1564286 | Investment Management | $2,328 |
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $2,247 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $120,051 | $80,731+48.7% | $103,374+16.1% | $74,546+61.0% |
| Participation rate | 76.4% | 65.7%+10.8pp | 74.5%+1.9pp | 67.2%+9.2pp |
| Annual return | 18.01% | 27.56%-9.5pp | 24.89%-6.9pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $4,110 | $3,158+30.2% | $3,869+6.2% | $2,624+56.6% |
| Participant deferral / active EE | $7,052 | $3,860+82.7% | $5,058+39.4% | $4,347+62.2% |
| Admin fee / account holder | $31 | $2,369-98.7% | $8,394-99.6% | $1,944-98.4% |