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) | $15,823 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,013 |
AVINTUS2+ years Service code 15 · EIN 04-3682160 | Recordkeeping | $1,875 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $48 |
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.
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 | $22,633 | $37,044-38.9% | $71,796-68.5% | $57,658-60.7% |
| Participation rate | 39.2% | 61.1%-21.9pp | 69.1%-29.9pp | 70.2%-31.0pp |
| Annual return | 8.24% | 12.64%-4.4pp | 78.04%-69.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $48 | $720-93.3% | $1,924-97.5% | $1,974-97.5% |
| Participant deferral / active EE | $1,137 | $1,974-42.4% | $2,794-59.3% | $3,061-62.8% |
| Admin fee / account holder | $231 | $101+128.4% | $4,815-95.2% | $95+143.9% |