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 CORPORATION3 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $23,125 |
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,205 | $85,202-38.7% | $172,739-69.8% | $72,985-28.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.22% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,746 | $3,324+12.7% | $5,143-27.2% | $2,440+53.5% |
| Participant deferral / active EE | $3,881 | $3,260+19.0% | $5,198-25.3% | $3,607+7.6% |
| Admin fee / account holder | $285 | $5,884-95.1% | $13,954-98.0% | $5,124-94.4% |