Filed December 22, 2020
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 4-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICE Service code 49 P.O. BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $0 |
Filed as: EMPOWER WEALTH ADVISORS Service code 99 4358 LOCKHILL SELMA ROAD · SHAVANO PARK, TX 78249 | Other Fees | $0 |
Filed as: MESIROW Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $0 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION Service code 26 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $0 |
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 | $13,626 | $37,393-63.6% | $77,024-82.3% | $66,914-79.6% |
| Participation rate | 41.5% | 52.9%-11.4pp | 67.9%-26.4pp | 69.8%-28.3pp |
| Annual return | -15.30% | -3.29%-12.0pp | 42.32%-57.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,322 | $1,531-13.6% | $2,812-53.0% | $2,544-48.0% |
| Participant deferral / active EE | $2,078 | $2,617-20.6% | $4,426-53.0% | $4,237-50.9% |
| Admin fee / account holder | $106 | $567-81.4% | $5,425-98.1% | $593-82.2% |