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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,350 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $29,445 |
Service code 15 600 S NICOLET RD · APPLETON, WI 54914 | Recordkeeping | $3,326 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,296 | $101,317-32.6% | $146,958-53.5% | $74,495-8.3% |
| Participation rate | 71.5% | 75.5%-4.0pp | 82.2%-10.7pp | 67.2%+4.3pp |
| Annual return | 17.29% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,538 | $3,810-33.4% | $4,933-48.6% | $2,623-3.2% |
| Participant deferral / active EE | $8,273 | $7,303+13.3% | $8,070+2.5% | $4,346+90.4% |
| Admin fee / account holder | $501 | $1,739-71.2% | $12,998-96.1% | $1,942-74.2% |