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 |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $11,365 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,321 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC Service code 28 1048 BROADWAY · COLUMBUS, GA 31901 | Investment Management | $6,717 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,836 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,220 | $63,745+22.7% | $98,442-20.5% | $79,386-1.5% |
| Participation rate | 96.2% | 69.9%+26.3pp | 73.3%+22.9pp | 70.7%+25.5pp |
| Annual return | 16.08% | 625.80%-609.7pp | 1492.73%-1476.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $3,777 | $2,557+47.7% | $2,960+27.6% | $2,427+55.6% |
| Participant deferral / active EE | $6,151 | $3,303+86.2% | $4,276+43.8% | $4,046+52.0% |
| Admin fee / account holder | $120 | $516-76.8% | $5,949-98.0% | $626-80.9% |