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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Distribution (12b-... | $162,728 |
LINCOLN NATIONAL CORPORATION4+ 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.)
Annual investment return 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 | $144,501 | $66,601+117.0% | $92,893+55.6% | $67,579+113.8% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+23.0pp | 71.3%+27.8pp |
| Annual return | 13.01% | 92.58%-79.6pp | 109.41%-96.4pp | 378.56%-365.5pp |
| Employer contribution / active EE | $6,732 | $2,775+142.6% | $3,653+84.3% | $2,148+213.4% |
| Participant deferral / active EE | $10,766 | $3,157+241.1% | $4,236+154.2% | $3,539+204.2% |
| Admin fee / account holder | $434 | $199+118.3% | $5,794-92.5% | $142+205.2% |