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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $51,548 |
LINCOLN NATIONAL CORPORATION8 years Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $44,761 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,163 |
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 | $245,041 | $101,724+140.9% | $164,813+48.7% | $80,856+203.1% |
| Participation rate | 99.0% | 71.8%+27.1pp | 78.6%+20.4pp | 67.6%+31.3pp |
| Annual return | 13.56% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,609 | $2,953-11.7% | $4,341-39.9% | $2,755-5.3% |
| Participant deferral / active EE | $7,049 | $4,477+57.4% | $6,031+16.9% | $4,296+64.1% |
| Admin fee / account holder | $704 | $8,227-91.4% | $12,690-94.5% | $6,918-89.8% |