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 MANAGEMENT8+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $36,130 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,781 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,676 | $76,670-48.3% | $96,683-59.0% | $71,457-44.5% |
| Participation rate | 74.8% | 66.6%+8.2pp | 74.3%+0.4pp | 67.9%+6.9pp |
| Annual return | -5.03% | 48.29%-53.3pp | 35.69%-40.7pp | 28.85%-33.9pp |
| Employer contribution / active EE | $3,604 | $3,031+18.9% | $3,737-3.6% | $2,588+39.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $342 | $2,028-83.1% | $6,730-94.9% | $1,587-78.4% |