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 15 · EIN 13-2656036 | Recordkeeping | $2,395 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO Service code 15 · EIN 13-2656036 | Recordkeeping | $2,201 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $1,134 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,149 | $57,976-94.6% | $62,995-95.0% | $62,292-94.9% |
| Participation rate | 70.3% | 75.9%-5.6pp | 74.8%-4.5pp | 69.5%+0.8pp |
| Annual return | 18.27% | 17.54%+0.7pp | 87.57%-69.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $518 | $2,956-82.5% | $3,329-84.5% | $3,169-83.7% |
| Admin fee / account holder | $53 | $276-80.9% | $3,600-98.5% | $479-89.0% |