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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,485 |
Service code 15 · EIN 20-5923747 | Recordkeeping | $8,409 |
STADION MONEY MANAGEMENT6+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $3,167 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,701 | $73,638-71.9% | $95,952-78.4% | $73,488-71.8% |
| Participation rate | 78.3% | 76.2%+2.2pp | 77.1%+1.2pp | 70.7%+7.6pp |
| Annual return | 11.02% | 16.78%-5.8pp | 91.61%-80.6pp | 28.51%-17.5pp |
| Employer contribution / active EE | $2,003 | $1,863+7.5% | $2,541-21.2% | $2,270-11.8% |
| Participant deferral / active EE | $3,830 | $3,617+5.9% | $4,167-8.1% | $3,740+2.4% |
| Admin fee / account holder | $152 | $482-68.6% | $6,795-97.8% | $513-70.5% |