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 CORPORATION3 years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $64,996 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,729 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $5,612 |
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 | $99,431 | $64,286+54.7% | $90,951+9.3% | $73,409+35.4% |
| Participation rate | 80.4% | 63.6%+16.8pp | 69.0%+11.4pp | 72.2%+8.2pp |
| Annual return | 20.05% | 21.45%-1.4pp | 134.60%-114.6pp | 59.29%-39.2pp |
| Employer contribution / active EE | $655 | $895-26.8% | $2,122-69.1% | $2,234-70.7% |
| Participant deferral / active EE | $3,987 | $2,453+62.5% | $3,373+18.2% | $3,805+4.8% |
| Admin fee / account holder | $213 | $287-25.9% | $5,959-96.4% | $158+34.7% |