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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $172,529 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $36,025 |
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 | $155,700 | $91,517+70.1% | $101,248+53.8% | $73,409+112.1% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.8%+23.1pp | 72.2%+26.7pp |
| Annual return | 8.86% | 17.17%-8.3pp | 46.47%-37.6pp | 59.29%-50.4pp |
| Employer contribution / active EE | $7,303 | $2,877+153.9% | $3,660+99.6% | $2,234+226.9% |
| Participant deferral / active EE | $11,025 | $3,338+230.2% | $4,370+152.3% | $3,805+189.7% |
| Admin fee / account holder | $460 | $216+112.9% | $5,945-92.3% | $158+191.1% |