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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,934 |
STADION MONEY MANAGEMENT8 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $3,269 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $1,446 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,250 | $54,701-35.6% | $86,188-59.1% | $71,457-50.7% |
| Participation rate | 41.3% | 60.1%-18.8pp | 69.0%-27.6pp | 67.9%-26.6pp |
| Annual return | 17.12% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $171 | $1,265-86.5% | $2,380-92.8% | $2,588-93.4% |
| Participant deferral / active EE | $2,254 | $3,108-27.5% | $3,985-43.4% | $4,289-47.4% |
| Admin fee / account holder | $222 | $1,922-88.4% | $6,852-96.8% | $1,587-86.0% |