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 6-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,115 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,182 | $41,854-27.9% | $73,843-59.1% | $52,331-42.3% |
| Participation rate | 44.7% | 66.2%-21.6pp | 73.4%-28.8pp | 68.1%-23.4pp |
| Annual return | -5.44% | 2.11%-7.6pp | 2267.84%-2273.3pp | 4.54%-10.0pp |
| Employer contribution / active EE | $298 | $1,920-84.5% | $2,787-89.3% | $1,882-84.2% |
| Participant deferral / active EE | $808 | $2,498-67.7% | $3,583-77.5% | $3,022-73.3% |
| Admin fee / account holder | $366 | $493-25.7% | $4,880-92.5% | $592-38.1% |