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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $28,015 |
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $10,749 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,844 | $59,584-54.9% | $86,874-69.1% | $79,386-66.2% |
| Participation rate | 76.6% | 67.7%+8.9pp | 71.6%+4.9pp | 70.7%+5.9pp |
| Annual return | 13.63% | 23.15%-9.5pp | 63.52%-49.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,269 | $1,768-28.2% | $2,495-49.1% | $2,427-47.7% |
| Participant deferral / active EE | $1,907 | $3,036-37.2% | $3,699-48.4% | $4,046-52.9% |
| Admin fee / account holder | $204 | $604-66.2% | $5,828-96.5% | $626-67.4% |