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 MANAGEMENT5 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $26,285 |
LPL FINANCIAL2 years Service code 27 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $20,553 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,418 |
BENEFITS ADMINISTRATORS, LLC2 years Service code 15 · EIN 61-1291181 269 WEST MAIN STREET · LEXINGTON, KY 40507 | Recordkeeping | $11,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,951 | $50,815-54.8% | $155,509-85.2% | $77,643-70.4% |
| Participation rate | 43.0% | 63.1%-20.1pp | 78.2%-35.2pp | 70.6%-27.6pp |
| Annual return | 10.34% | 34.80%-24.5pp | 64.67%-54.3pp | 31.24%-20.9pp |
| Employer contribution / active EE | $738 | $1,993-63.0% | $4,672-84.2% | $2,726-72.9% |
| Participant deferral / active EE | $1,386 | $2,822-50.9% | $5,626-75.4% | $4,647-70.2% |
| Admin fee / account holder | $282 | $437-35.4% | $15,912-98.2% | $430-34.4% |