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 9-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 MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $34,238 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,640 |
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 | $33,142 | $55,449-40.2% | $83,848-60.5% | $56,287-41.1% |
| Participation rate | 97.0% | 68.0%+29.0pp | 76.1%+20.9pp | 69.9%+27.2pp |
| Annual return | 9.22% | -1.38%+10.6pp | 850.88%-841.7pp | -9.96%+19.2pp |
| Employer contribution / active EE | $2,612 | $2,430+7.5% | $3,631-28.1% | $2,111+23.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $277 | $656-57.7% | $5,478-94.9% | $521-46.8% |