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 Service code 19 · EIN 58-2099805 | Securities Custodian | $24,683 |
UNITED OF OMAHA3+ years Service code 49 · EIN 47-0322111 | Other Services | $10,500 |
Filed as: SNYDER & BUTLER, CPAS PLLC Service code 10 1166 E. WARNER RD · GILBERT, AZ 85296 | Accounting | $8,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,511 | $45,324-81.2% | $122,332-93.0% | $69,631-87.8% |
| Participation rate | 77.5% | 59.9%+17.5pp | 71.6%+5.8pp | 70.7%+6.8pp |
| Annual return | 12.69% | 25.35%-12.7pp | 30.27%-17.6pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $328 | $1,230-73.4% | $4,050-91.9% | $2,032-83.9% |
| Participant deferral / active EE | $861 | $2,367-63.6% | $3,287-73.8% | $3,224-73.3% |
| Admin fee / account holder | $29 | $87-66.8% | $5,478-99.5% | $110-73.9% |