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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $47,633 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $46,855 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,320 | $66,302+147.8% | $110,238+49.1% | $56,287+191.9% |
| Participation rate | 99.0% | 74.9%+24.1pp | 79.8%+19.2pp | 69.9%+29.2pp |
| Annual return | -4.82% | -1.18%-3.6pp | 314.74%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,981 | $2,047-3.2% | $3,826-48.2% | $2,111-6.2% |
| Participant deferral / active EE | $5,973 | $3,381+76.6% | $4,672+27.8% | $3,350+78.3% |
| Admin fee / account holder | $625 | $698-10.5% | $8,547-92.7% | $521+20.0% |