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 GROUP8+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $177,733 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $40,010 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,670 | $92,971+65.3% | $96,683+58.9% | $74,419+106.5% |
| Participation rate | 91.4% | 71.5%+19.9pp | 74.3%+17.1pp | 70.7%+20.7pp |
| Annual return | 6.40% | 37.49%-31.1pp | 35.69%-29.3pp | 34.38%-28.0pp |
| Employer contribution / active EE | $6,725 | $3,426+96.3% | $3,737+80.0% | $2,637+155.0% |
| Participant deferral / active EE | $10,763 | $3,970+171.1% | $4,878+120.6% | $4,528+137.7% |
| Admin fee / account holder | $469 | $633-25.8% | $6,730-93.0% | $348+34.9% |