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 GROUP9+ years Service code 10 · EIN 93-1253576 | Accounting | $160,880 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $44,028 |
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 | $179,709 | $82,917+116.7% | $103,333+73.9% | $77,643+131.5% |
| Participation rate | 95.2% | 71.6%+23.7pp | 74.5%+20.7pp | 70.6%+24.7pp |
| Annual return | 26.71% | 19.13%+7.6pp | 24.88%+1.8pp | 31.24%-4.5pp |
| Employer contribution / active EE | $7,288 | $3,552+105.2% | $3,868+88.4% | $2,726+167.4% |
| Participant deferral / active EE | $11,427 | $4,108+178.1% | $5,057+125.9% | $4,647+145.9% |
| Admin fee / account holder | $386 | $638-39.5% | $8,355-95.4% | $430-10.3% |