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 GROUP7+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $193,094 |
LINCOLN NATIONAL CORPORATION7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,576 | $106,236+43.6% | $112,228+36.0% | $64,808+135.4% |
| Participation rate | 87.7% | 71.7%+16.0pp | 75.1%+12.7pp | 71.5%+16.2pp |
| Annual return | -16.81% | -6.02%-10.8pp | 27.45%-44.3pp | 32.82%-49.6pp |
| Employer contribution / active EE | $6,245 | $3,166+97.2% | $3,635+71.8% | $2,506+149.2% |
| Participant deferral / active EE | $9,760 | $3,785+157.9% | $4,728+106.4% | $4,310+126.4% |
| Admin fee / account holder | $431 | $452-4.6% | $6,410-93.3% | $188+129.3% |