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 CORPORATION4+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $6,179 |
STADION MONEY MANAGEMENT4+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $5,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,884 | $66,302-12.7% | $110,238-47.5% | $56,287+2.8% |
| Participation rate | 50.4% | 74.9%-24.5pp | 79.8%-29.4pp | 69.9%-19.5pp |
| Annual return | -4.91% | -1.18%-3.7pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $274 | $2,047-86.6% | $3,826-92.8% | $2,111-87.0% |
| Participant deferral / active EE | $1,954 | $3,381-42.2% | $4,672-58.2% | $3,350-41.7% |
| Admin fee / account holder | $167 | $698-76.1% | $8,547-98.0% | $521-67.9% |