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 MANAGEMENT7 years Filed as: STADION MONEY MANAGEMENT INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $40,182 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $4,693 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 5900 O. STREET · LINCOLN, NE 68501 | Recordkeeping | $3,836 |
MISIROW FINANCIAL MANAGEMENT, INC.3 years Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $208 |
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 | $31,818 | $92,971-65.8% | $96,683-67.1% | $74,419-57.2% |
| Participation rate | 76.0% | 71.5%+4.5pp | 74.3%+1.7pp | 70.7%+5.3pp |
| Annual return | 14.72% | 37.49%-22.8pp | 35.69%-21.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $1,761 | $3,426-48.6% | $3,737-52.9% | $2,637-33.2% |
| Participant deferral / active EE | $2,499 | $3,970-37.1% | $4,878-48.8% | $4,528-44.8% |
| Admin fee / account holder | $118 | $633-81.4% | $6,730-98.2% | $348-66.1% |