See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT4 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $8,388 |
AMERITAS LIFE INSURANCE CORP6 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,772 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,727 | $180,101-66.3% | $94,646-35.8% | - |
| Participation rate | 78.8% | 65.2%+13.5pp | 80.8%-2.0pp | - |
| Annual return | 16.90% | 26.55%-9.7pp | 156.71%-139.8pp | - |
| Employer contribution / active EE | $1,646 | $2,353-30.0% | $3,672-55.2% | - |
| Participant deferral / active EE | $3,512 | $4,104-14.4% | $7,418-52.7% | - |
| Admin fee / account holder | $98 | $23,406-99.6% | $7,231-98.6% | - |