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 CORPORATION5 years Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $62,130 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $60,345 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,080 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,398 | $93,182+178.4% | $146,665+76.9% | $79,386+226.8% |
| Participation rate | 99.0% | 76.4%+22.6pp | 80.1%+19.0pp | 70.7%+28.3pp |
| Annual return | 15.81% | 21.61%-5.8pp | 22.74%-6.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,243 | $2,420-7.3% | $4,136-45.8% | $2,427-7.6% |
| Participant deferral / active EE | $6,445 | $4,169+54.6% | $5,506+17.1% | $4,046+59.3% |
| Admin fee / account holder | $819 | $585+40.1% | $10,280-92.0% | $626+30.8% |