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.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,674 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $9,019 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES ST. WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $4,019 |
RETIREMENT SOLUTIONS SPECIALISTS2+ years Service code 15 · EIN 27-0293282 | Recordkeeping | $3,126 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES ST. WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $1,854 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST. WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $1,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,492 | $101,499-61.1% | $147,005-73.1% | $74,546-47.0% |
| Participation rate | 38.4% | 75.5%-37.1pp | 82.2%-43.7pp | 67.2%-28.8pp |
| Annual return | 16.27% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,627 | $7,304-64.0% | $8,070-67.4% | $4,347-39.6% |
| Admin fee / account holder | $299 | $1,748-82.9% | $13,006-97.7% | $1,944-84.6% |