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 |
|---|---|---|
STADION MONEY MANAGEMENT4 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $21,170 |
LPL FINANCIAL1 year Service code 27 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,240 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $15,515 |
Service code 15 · EIN 61-1291181 269 WEST MAIN STREET · LEXINGTON, KY 40507 | Recordkeeping | $10,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,496 | $47,126-56.5% | $149,673-86.3% | $74,419-72.5% |
| Participation rate | 45.8% | 63.4%-17.6pp | 78.8%-33.0pp | 70.7%-24.9pp |
| Annual return | 13.88% | 22.75%-8.9pp | 134.42%-120.5pp | 34.38%-20.5pp |
| Employer contribution / active EE | $770 | $1,905-59.6% | $4,818-84.0% | $2,637-70.8% |
| Participant deferral / active EE | $1,330 | $2,728-51.2% | $5,680-76.6% | $4,528-70.6% |
| Admin fee / account holder | $236 | $343-31.1% | $13,210-98.2% | $348-32.1% |