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 MANAGEMENT2 years Service code 49 · EIN 45-1564286 | Other Services | $11,623 |
ASCENSUS LLC1 year Service code 49 · EIN 11-3665754 | Other Services | $7,806 |
Service code 49 29 SAWYER RD., ONE UNIVERSITY OFFIC · WALTHAM, MA 02453 | Other Services | $7,232 |
BURKE & SCHINDLER, PLL1 year Filed as: BURKE AND SCHINDLER Service code 13 · EIN 31-1452011 | Contract Administrator | $2,779 |
UNITED OF OMAHA2 years Service code 52 · EIN 47-0322111 | Indirect Investment Fees | $941 |
Filed as: MESIROW Service code 49 · EIN 36-3429599 | Other Services | $672 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,423 | $80,731-57.4% | $103,374-66.7% | $74,546-53.8% |
| Participation rate | 90.0% | 65.7%+24.3pp | 74.5%+15.5pp | 67.2%+22.8pp |
| Annual return | 13.99% | 27.56%-13.6pp | 24.89%-10.9pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $2,603 | $3,158-17.6% | $3,869-32.7% | $2,624-0.8% |
| Participant deferral / active EE | $5,221 | $3,860+35.2% | $5,058+3.2% | $4,347+20.1% |
| Admin fee / account holder | $213 | $2,369-91.0% | $8,394-97.5% | $1,944-89.1% |