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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,828 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $1,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,042 | $60,165-70.0% | $74,183-75.7% | $55,167-67.3% |
| Participation rate | 54.3% | 74.2%-19.9pp | 76.6%-22.3pp | 69.0%-14.7pp |
| Annual return | 14.19% | 10.00%+4.2pp | 17.74%-3.5pp | 169.23%-155.0pp |
| Employer contribution / active EE | $890 | $1,600-44.4% | $2,370-62.5% | $1,963-54.7% |
| Participant deferral / active EE | $2,674 | $2,973-10.1% | $3,550-24.7% | $3,054-12.5% |
| Admin fee / account holder | $117 | $419-72.2% | $5,586-97.9% | $504-76.8% |