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 CORPORATION4 years Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $49,088 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,113 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $223,420 | $81,474+174.2% | $133,956+66.8% | $73,488+204.0% |
| Participation rate | 99.0% | 76.4%+22.7pp | 79.8%+19.2pp | 70.7%+28.4pp |
| Annual return | 16.74% | 19.40%-2.7pp | 45.09%-28.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,166 | $2,209-2.0% | $3,919-44.7% | $2,270-4.6% |
| Participant deferral / active EE | $5,989 | $3,786+58.2% | $5,048+18.7% | $3,740+60.2% |
| Admin fee / account holder | $653 | $713-8.4% | $8,927-92.7% | $513+27.3% |