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 GROUP6 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $67,602 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $63,920 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,426 |
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 | $208,038 | $86,655+140.1% | $119,609+73.9% | $66,914+210.9% |
| Participation rate | 99.0% | 75.6%+23.5pp | 79.3%+19.8pp | 69.8%+29.2pp |
| Annual return | -16.29% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,570 | $2,536+1.3% | $4,232-39.3% | $2,544+1.0% |
| Participant deferral / active EE | $7,034 | $4,358+61.4% | $5,602+25.6% | $4,237+66.0% |
| Admin fee / account holder | $834 | $755+10.5% | $10,323-91.9% | $593+40.6% |