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 Service code 15 · EIN 47-0098400 | Recordkeeping | $597 |
STADION MONEY MANAGEMENT3 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,831 | $73,867-62.3% | $143,757-80.6% | $68,494-59.4% |
| Participation rate | 1.2% | 66.7%-65.5pp | 80.3%-79.1pp | 67.9%-66.7pp |
| Annual return | -17.84% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,237 | $3,384-63.4% | $5,637-78.1% | $4,027-69.3% |
| Admin fee / account holder | $62 | $5,755-98.9% | $14,673-99.6% | $5,403-98.9% |