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 10-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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,164 |
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $15,401 |
SUNWEST PENSIONS3 years Service code 15 · EIN 86-0922116 | Recordkeeping | $2,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,778 | $64,707-66.3% | $112,228-80.6% | $68,494-68.2% |
| Participation rate | 93.8% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+25.9pp |
| Annual return | -15.63% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,768 | $2,746-35.6% | $3,635-51.3% | $2,596-31.9% |
| Participant deferral / active EE | $3,171 | $3,565-11.1% | $4,728-32.9% | $4,027-21.3% |
| Admin fee / account holder | $272 | $5,232-94.8% | $6,410-95.8% | $5,403-95.0% |