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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.
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $18,636 |
INTEGRITY PENSION SERVICES, LLC3+ years Service code 15 · EIN 46-4211296 | Recordkeeping | $3,550 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,922 | $53,127-58.7% | $86,590-74.7% | $70,131-68.7% |
| Participation rate | 48.2% | 65.3%-17.1pp | 73.5%-25.4pp | 69.5%-21.3pp |
| Annual return | 13.45% | 27.66%-14.2pp | 964.84%-951.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $4,652 | $2,068+124.9% | $2,839+63.8% | $2,342+98.6% |
| Participant deferral / active EE | $3,322 | $2,696+23.2% | $3,609-7.9% | $3,332-0.3% |
| Admin fee / account holder | $112 | $3,585-96.9% | $4,906-97.7% | $4,645-97.6% |