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 |
|---|---|---|
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $18,683 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,816 |
THE RETIREMENT ADVANTAGE INC2 years Service code 15 600 S NICOLET RD · APPLETON, WI 54914 | Recordkeeping | $9,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,516 | $60,892-22.0% | $82,389-42.3% | $84,808-44.0% |
| Participation rate | 73.5% | 63.3%+10.2pp | 69.5%+3.9pp | 68.3%+5.2pp |
| Annual return | 14.49% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,675 | $1,779+50.3% | $2,517+6.3% | $2,631+1.7% |
| Participant deferral / active EE | $4,412 | $3,179+38.8% | $4,155+6.2% | $4,212+4.8% |
| Admin fee / account holder | $375 | $5,467-93.1% | $7,231-94.8% | $7,344-94.9% |