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 |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $148,031 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $36,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,672 | $56,443+117.3% | $83,848+46.3% | $55,725+120.1% |
| Participation rate | 92.4% | 72.0%+20.3pp | 76.1%+16.2pp | 70.9%+21.5pp |
| Annual return | 4.22% | 393.67%-389.4pp | 850.88%-846.7pp | 244.93%-240.7pp |
| Employer contribution / active EE | $5,752 | $2,682+114.5% | $3,631+58.4% | $2,078+176.8% |
| Participant deferral / active EE | $9,432 | $2,965+218.1% | $4,082+131.1% | $3,356+181.1% |
| Admin fee / account holder | $398 | $156+154.5% | $5,478-92.7% | $115+245.2% |