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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,448 |
STADION MONEY MANAGEMENT11+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $9,271 |
Filed as: BENEFIT PLANS PLUS Service code 15 11701 BORMAN DRIVE · ST LOUIS, MO 63146 | Recordkeeping | $3,071 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,382 | $31,310+0.2% | $53,898-41.8% | $74,304-57.8% |
| Participation rate | 56.6% | 30.7%+26.0pp | 55.0%+1.7pp | 60.3%-3.7pp |
| Annual return | 11.40% | 23.16%-11.8pp | 528.60%-517.2pp | 29.43%-18.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,320 | $934+41.3% | $1,826-27.7% | $3,767-65.0% |
| Admin fee / account holder | $203 | $2,175-90.7% | $2,491-91.9% | $2,969-93.2% |