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 MANAGEMENT6+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $37,758 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,189 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,714 | $77,660-45.0% | $109,143-60.9% | $79,386-46.2% |
| Participation rate | 84.4% | 67.8%+16.6pp | 75.9%+8.6pp | 70.7%+13.7pp |
| Annual return | 15.36% | 23.44%-8.1pp | 25.75%-10.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,593 | $2,797-7.3% | $3,722-30.3% | $2,427+6.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $328 | $732-55.2% | $6,752-95.1% | $626-47.7% |