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 MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT LLC Service code 28 · EIN 45-1564286 | Investment Management | $13,969 |
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $6,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,707 | $86,929+10.1% | $102,423-6.6% | $80,856+18.4% |
| Participation rate | 67.7% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%+0.1pp |
| Annual return | 7.97% | 18.88%-10.9pp | 29.32%-21.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,049 | $2,369-55.7% | $3,023-65.3% | $2,755-61.9% |
| Participant deferral / active EE | $2,782 | $4,118-32.5% | $5,053-44.9% | $4,296-35.2% |
| Admin fee / account holder | $223 | $8,049-97.2% | $9,451-97.6% | $6,918-96.8% |