See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT6+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $14,928 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $7,491 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $5,710 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,849 | $84,936-66.0% | $111,297-74.1% | $79,386-63.7% |
| Participation rate | 99.1% | 75.9%+23.2pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 16.38% | 17.45%-1.1pp | 54.65%-38.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,567 | $1,979-20.8% | $2,731-42.6% | $2,427-35.5% |
| Participant deferral / active EE | $1,519 | $3,888-60.9% | $4,487-66.2% | $4,046-62.5% |
| Admin fee / account holder | $199 | $537-62.9% | $7,964-97.5% | $626-68.2% |