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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,222 |
TPA CORPORATION2 years Filed as: TPA AT TIME FEE WITHDRAWAL Service code 15 · EIN 22-2628317 | Recordkeeping | $8,036 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $4,978 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,812 | $76,000-37.1% | $154,107-69.0% | $64,186-25.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.86% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,740 | $3,351+11.6% | $5,298-29.4% | $2,381+57.1% |
| Participant deferral / active EE | $3,635 | $3,175+14.5% | $5,081-28.4% | $3,470+4.8% |
| Admin fee / account holder | $382 | $5,596-93.2% | $13,411-97.1% | $4,888-92.2% |