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 26 · EIN 45-1564286 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $16,932 |
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,801 |
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 | $39,176 | $65,435-40.1% | $86,677-54.8% | $66,914-41.5% |
| Participation rate | 67.3% | 75.5%-8.2pp | 76.6%-9.3pp | 69.8%-2.6pp |
| Annual return | -12.69% | -10.89%-1.8pp | 35.91%-48.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,040 | $2,153-51.7% | $2,836-63.3% | $2,544-59.1% |
| Participant deferral / active EE | $2,891 | $4,100-29.5% | $4,656-37.9% | $4,237-31.8% |
| Admin fee / account holder | $155 | $642-75.9% | $7,493-97.9% | $593-73.9% |