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 CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,254 |
STADION MONEY MANAGEMENT9 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $4,103 |
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $3,483 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY FINANCIAL STRATEGIES LLC/SAM Service code 27 5400 COLLEGE BLVD STE A · OVERLAND PARK, KS 66211 | Advisory (Plan) | $1,346 |
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 | $42,087 | $59,417-29.2% | $93,606-55.0% | $74,495-43.5% |
| Participation rate | 42.7% | 59.7%-16.9pp | 68.7%-26.0pp | 67.2%-24.5pp |
| Annual return | 14.64% | 81.83%-67.2pp | 133.20%-118.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $165 | $1,264-87.0% | $2,420-93.2% | $2,623-93.7% |
| Participant deferral / active EE | $2,221 | $3,050-27.2% | $4,411-49.7% | $4,346-48.9% |
| Admin fee / account holder | $237 | $3,021-92.2% | $8,285-97.1% | $1,942-87.8% |