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 |
|---|---|---|
STADION MONEY MANAGEMENT7 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $11,923 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING LLC/ANDY SCALIA Service code 27 PO BOX 64830 · ST PAUL, MN 55164 | Advisory (Plan) | $10,652 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $7,081 |
THE BENEFIT PRACTICE7 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $1,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,294 | $82,202-63.1% | $125,339-75.8% | $64,808-53.3% |
| Participation rate | 35.4% | 77.9%-42.5pp | 82.4%-47.0pp | 71.5%-36.1pp |
| Annual return | -14.78% | 3.48%-18.3pp | 572.05%-586.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,083 | $7,175-43.1% | $7,446-45.2% | $4,310-5.3% |
| Admin fee / account holder | $165 | $163+1.2% | $10,010-98.3% | $188-12.0% |