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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 MANAGEMENT4+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $8,787 |
INTEGRITY PENSION SERVICES, LLC4+ years Service code 15 · EIN 46-4211296 | Recordkeeping | $1,550 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $120 |
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 | $14,014 | $44,873-68.8% | $79,464-82.4% | $56,287-75.1% |
| Participation rate | 71.1% | 68.7%+2.3pp | 73.3%-2.3pp | 69.9%+1.2pp |
| Annual return | -3.54% | 0.81%-4.3pp | 718.14%-721.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,336 | $2,140+9.1% | $2,800-16.6% | $2,111+10.6% |
| Participant deferral / active EE | $1,240 | $2,746-54.9% | $3,704-66.5% | $3,350-63.0% |
| Admin fee / account holder | $93 | $418-77.8% | $5,113-98.2% | $521-82.2% |