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 MANAGEMENT7+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $41,750 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,608 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,673 | $64,119-33.4% | $112,228-62.0% | $66,914-36.2% |
| Participation rate | 87.4% | 68.5%+18.9pp | 75.1%+12.3pp | 69.8%+17.6pp |
| Annual return | 2.98% | -13.81%+16.8pp | 27.45%-24.5pp | 1.58%+1.4pp |
| Employer contribution / active EE | $3,361 | $3,005+11.8% | $3,635-7.5% | $2,544+32.1% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $390 | $625-37.7% | $6,410-93.9% | $593-34.3% |