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 MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $37,156 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $37,039 | $69,362-46.6% | $101,248-63.4% | $73,488-49.6% |
| Participation rate | 90.9% | 68.4%+22.5pp | 75.8%+15.1pp | 70.7%+20.2pp |
| Annual return | 3.30% | 18.46%-15.2pp | 46.47%-43.2pp | 28.51%-25.2pp |
| Employer contribution / active EE | $3,147 | $2,628+19.7% | $3,660-14.0% | $2,270+38.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $312 | $704-55.7% | $5,945-94.8% | $513-39.2% |