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 |
|---|---|---|
Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $55,071 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $12,354 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,061 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,308 | $35,485+89.7% | $74,550-9.7% | $55,725+20.8% |
| Participation rate | 82.2% | 62.5%+19.7pp | 69.1%+13.0pp | 70.9%+11.3pp |
| Annual return | -2.16% | 0.72%-2.9pp | 32.53%-34.7pp | 244.93%-247.1pp |
| Employer contribution / active EE | $575 | $777-26.0% | $1,961-70.7% | $2,078-72.3% |
| Participant deferral / active EE | $3,687 | $2,181+69.1% | $3,108+18.6% | $3,356+9.9% |
| Admin fee / account holder | $195 | $114+70.9% | $5,060-96.1% | $115+69.6% |