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 CORPORATION5 years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $78,517 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,805 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $6,836 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,790 | $42,353+104.9% | $79,550+9.1% | $64,808+33.9% |
| Participation rate | 84.9% | 64.8%+20.2pp | 69.5%+15.4pp | 71.5%+13.5pp |
| Annual return | -18.51% | -12.24%-6.3pp | 0.16%-18.7pp | 32.82%-51.3pp |
| Employer contribution / active EE | $796 | $1,181-32.5% | $2,413-67.0% | $2,506-68.2% |
| Participant deferral / active EE | $4,560 | $3,170+43.8% | $3,985+14.4% | $4,310+5.8% |
| Admin fee / account holder | $249 | $160+56.1% | $6,832-96.4% | $188+32.6% |