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 CORPORATION7 years Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $52,512 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $50,787 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,312 |
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 | $244,927 | $91,538+167.6% | $129,995+88.4% | $75,163+225.9% |
| Participation rate | 99.0% | 71.4%+27.5pp | 78.5%+20.5pp | 67.2%+31.8pp |
| Annual return | 19.79% | -631.11%+650.9pp | -137.18%+157.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,753 | $2,845-3.2% | $4,320-36.3% | $2,670+3.1% |
| Participant deferral / active EE | $7,538 | $4,341+73.7% | $5,820+29.5% | $4,125+82.7% |
| Admin fee / account holder | $733 | $6,790-89.2% | $10,614-93.1% | $5,651-87.0% |