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 3-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 | $12,318 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $8,529 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,029 | $52,519-35.2% | $155,790-78.2% | $59,632-42.9% |
| Participation rate | 57.0% | 61.7%-4.7pp | 76.1%-19.1pp | 68.7%-11.7pp |
| Annual return | -2.35% | 53.51%-55.9pp | 71.54%-73.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $779 | $1,589-51.0% | $3,836-79.7% | $2,203-64.6% |
| Participant deferral / active EE | $1,593 | $3,084-48.4% | $4,797-66.8% | $3,192-50.1% |
| Admin fee / account holder | $462 | $3,540-87.0% | $7,478-93.8% | $4,297-89.3% |