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 GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $62,149 |
LINCOLN NATIONAL CORPORATION9 years Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $33,626 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $292,329 | $109,413+167.2% | $156,263+87.1% | $84,808+244.7% |
| Participation rate | 98.9% | 72.7%+26.2pp | 78.9%+20.0pp | 68.3%+30.6pp |
| Annual return | 18.56% | 20.18%-1.6pp | 59.47%-40.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,428 | $2,907-16.5% | $4,333-44.0% | $2,631-7.7% |
| Participant deferral / active EE | $7,227 | $4,590+57.5% | $6,158+17.4% | $4,212+71.6% |
| Admin fee / account holder | $726 | $9,357-92.2% | $14,255-94.9% | $7,344-90.1% |