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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,225 |
JULY BUSINESS SERVICES5 years Service code 15 · EIN 74-2715820 | Recordkeeping | $2,106 |
STADION MONEY MANAGEMENT5 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $2,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,655 | $54,573-34.7% | $90,951-60.8% | $73,488-51.5% |
| Participation rate | 42.7% | 61.2%-18.5pp | 69.0%-26.3pp | 70.7%-28.0pp |
| Annual return | 19.59% | 16.69%+2.9pp | 134.60%-115.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $164 | $991-83.5% | $2,122-92.3% | $2,270-92.8% |
| Participant deferral / active EE | $1,534 | $2,517-39.0% | $3,373-54.5% | $3,740-59.0% |
| Admin fee / account holder | $240 | $521-54.0% | $5,959-96.0% | $513-53.2% |