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 MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC Service code 28 · EIN 45-1564286 | Investment Management | $13,196 |
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,947 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,070 | $80,968+1.4% | $96,544-15.0% | $75,163+9.2% |
| Participation rate | 75.5% | 71.8%+3.8pp | 76.0%-0.4pp | 67.2%+8.3pp |
| Annual return | 10.34% | 27.06%-16.7pp | 25.84%-15.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,081 | $2,282-52.6% | $2,965-63.5% | $2,670-59.5% |
| Participant deferral / active EE | $2,909 | $3,928-26.0% | $4,851-40.0% | $4,125-29.5% |
| Admin fee / account holder | $173 | $6,724-97.4% | $8,252-97.9% | $5,651-96.9% |