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.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,331 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $13,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,815 | $91,407-43.3% | $135,903-61.9% | $71,457-27.5% |
| Participation rate | 67.8% | 75.7%-7.8pp | 81.9%-14.1pp | 67.9%-0.1pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,652 | $3,703-55.4% | $4,856-66.0% | $2,588-36.1% |
| Participant deferral / active EE | $6,463 | $7,092-8.9% | $7,758-16.7% | $4,289+50.7% |
| Admin fee / account holder | $279 | $1,266-78.0% | $10,762-97.4% | $1,587-82.4% |