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 MANAGEMENT3 years Filed as: STADION MONEY MANAGEMENT LLC. Service code 28 · EIN 45-1564286 | Investment Management | $6,494 |
AMERITAS LIFE INSURANCE CORP5 years Service code 15 · EIN 47-0098400 | Recordkeeping | $4,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,230 | $102,553-47.1% | $151,611-64.2% | $66,914-19.0% |
| Participation rate | 44.7% | 85.5%-40.8pp | 87.5%-42.8pp | 69.8%-25.1pp |
| Annual return | -15.85% | -10.82%-5.0pp | 3.33%-19.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,095 | $4,180-49.9% | $6,166-66.0% | $2,544-17.7% |
| Participant deferral / active EE | $4,507 | $6,641-32.1% | $8,363-46.1% | $4,237+6.4% |
| Admin fee / account holder | $180 | $630-71.5% | $11,616-98.5% | $593-69.7% |