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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $10,957 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $7,406 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $525 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,642 | $55,415-44.7% | $155,509-80.3% | $74,495-58.9% |
| Participation rate | 70.8% | 61.9%+8.9pp | 78.2%-7.4pp | 67.2%+3.6pp |
| Annual return | 15.04% | 268.50%-253.5pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,492 | $2,267+9.9% | $4,672-46.7% | $2,623-5.0% |
| Participant deferral / active EE | $2,981 | $2,836+5.1% | $5,626-47.0% | $4,346-31.4% |
| Admin fee / account holder | $161 | $1,738-90.7% | $15,912-99.0% | $1,942-91.7% |